UK economy unexpectedly shrank in May
Intense Life Desires Rachel Reeves, Chancellor of the Exchequer The UK economy unexpectedly contracted in May, marking the...
Expense Tracking
Betterment: Majority of Gen Z uses AI for financial advice
Can generative AI fill the role of a financial planner? For advisors and investors alike,...
Weekend Reading For Financial Planners (July 12–13)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks...
Government scraps plans to cut cash ISA allowance: reports
The Treasury was remoured to be considering a cash ISA cut The cash ISA allowance...
Psychedelic-assisted therapy and financial planning
Psychedelic drugs that have shown therapeutic promise for veterans with post-traumatic stress could help some...
FCA closes 1,600 websites and 50 apps
FCA HQ The FCA suspended, removed or blocked more than 1,600 websites last year where...
Appeals courts deals Morgan Stanley blow over comp
Morgan Stanley has suffered a rebuke in its attempt to have a court of appeals...
FCA to ‘modernise’ client categorisation rules
Nikhil Rathi, chief executive of the FCA The Financial Conduct Authority it to review its...
Tech stacks with AI core for growth-minded RIAs
Artificial intelligence in advisor tech is about to get very interesting. Adrian Johnstone, CEO and...
Do You Have To Go Deep With New Clients In First Meeting?
× Please contact your Firm’s Group Admin IAR CE is only available if your organization...