Articles
Iress adds AI adviser assistant integration to Xplan
Written by Kat MitchellIress has added integration with artificial intelligence-powered adviser assistant tool PlannerPal to its cloud-based advice and wealth management software Xplan.
The FCA has cancelled the permissions of Brentford-based Ekara Health Ltd (FRN 940007).
Titan Wealth has acquired Dubai-based Financial Planning and wealth management firm AHR Group for an undisclosed sum in its first international deal.
The High Court has approved a plan to return client money and customer assets to clients of failed Newcastle-based wealth manager WealthTek.
Financial advisers who gave bad advice to BSPS victims have been ordered to pay just £8.87m in fines and redress to BSPS victims - far less than the £50m expected, an FCA report out today reveals.
More...
The number of whistleblowers contacting the FCA to alert the regulator to suspected wrong-doing fell sharply in the latest quarter, new data shows.
Pension savers are losing £1.2bn each year by unwittingly transferring their pensions to higher charging providers, a new study warns.
Pension schemes are in favour of the Labour government introducing tax incentives to increase pension investment in UK growth, according to a new survey.
An industry-wide awareness week on Pensions Dashboards will return in September with online events designed to encourage knowledge sharing, insight, and best practice as companies prepare for the dashboards connections starting in eight months.