10 things we learned about AI in 2025
Intense Life Desires 2025 proved to be a watershed year for artificial intelligence in the wealth management industry....
Expense Tracking
North East adviser firm declared as failed
FSCS website The Financial Services Compensation Scheme has this week declared as failed WJR Financial...
Best RIAs to work for 2025: ranking
In wealth management, the gravitational pull toward RIAs hasn’t slowed down. Advisors continue to peel...
FCA fines Nationwide £44m for anti-crime control failings
Nationwide branch. Image courtesy Nationwide. The FCA has fined Nationwide Building Society £44m for having...
Kitces, Lockshin discuss estate planning and fees
The wealth management industry’s traditional fee model is blocking more financial advisors from providing valuable...
FCA scraps plans for investment adviser redress
FCA HQ The FCA has scrapped plans to compel investment advisers to set aside funds...
Wealth Enhancement, Apollon, Creative Planning ink big deals
It’s been a big week for acquisitions. Wealth Enhancement, Apollon, Creative Planning, MAI Capital Management...
Integrity365 acquires Bristol Financial Planning firm
Matt Goy, Integrity365 CEO Bristol-based Financial Planning firm Integrity365 has acquired another Bristol Financial Planning...
Year-end financial advisor checklist for 2025
There are just days left until 2026 begins, giving advisors little time to tie up...
Treasury reappoints former banker to FCA Board
Sophie Hutcherson The Treasury has reappointed experienced financial services executive Sophie Hutcherson to the FCA...