CISI social media campaign for World Financial Planning Day
Intense Life Desires The CISI is to run a social media campaign for World Financial Planning Day next...
Expense Tracking
Hamachi.ai includes AI-powered compliance checks for advisors
As an advisor, would you trust artificial intelligence to run compliance checks on your client...
4 in 5 advisers report increased compliance costs
The FCA’s Consumer Duty in particular was dominating firms’ compliance activity Four in five (79%)...
How OBBBA is changing tax planning and policy
President Donald Trump’s One Big Beautiful Bill Act, signed into law on July 4th, will...
Why it’s time for a new way of doing business
George Kinder, founder of Life Planning Life Planning movement founder George Kinder recently moved to...
Raymond James recruits big advisor teams from from Commonwealth
The steady flow continued this week of advisors leaving Commonwealth Financial Network, fresh off its...
9 in 10 advisers see rise in IHT enquiries
Demand was coming from a mixture of new and existing clients Nine in ten (92%)...
Vanguard to lose competitive edge on dual share class structure
For more than two decades, U.S. money managers have looked on enviously as Vanguard reaped...
Hargreaves Lansdown hits landmark 2m clients
Hargreaves Lansdown offices in Bristol Investment platform Hargreaves Lansdown has notched up its milestone 2...
High earners will lose pre-tax 401(k) catch-ups in 2026
A major 401(k) tax break is about to disappear for some of America’s most diligent...