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December 2023: Month in review with editor Hope Coumbe

It's the end of another year and December was marked by several major regulatory stories along with a continuing deluge of mergers and acquisitions deals. ....

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Partner Insight: Cash vs investing - five key points to consider when talking to clients

The cash debate is a perfect example of where advisers deliver value to clients. The question of ‘should I invest in cash?' is not straightforward, but for the longer-term saver, all the data points to investing being the best option for many. ....

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PFS opens adviser ESG short course tied into Consumer Duty work

The Personal Finance Society (PFS) and the Chartered Insurance Institute have launched an ESG short course for advisers based on the back of demand it is seeing among clients. ....

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Cash vs investing: Five things to consider with clients

As an adviser, you may have clients wary of investing in the market, particularly now cash savers are benefiting from the highest returns in almost two decades. ....

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Schroders publishes its UK Financial Adviser Pulse Survey for 2023

Schroders publishes its UK Financial Adviser Pulse Survey for 2023
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