Octopus advice proposition adds Harry Potter-themed AI assistants
Intense Life Desires The new AI assistants (nicknamed Harry, Ron and Hermione by the team) will enable advisers...
Advice
Titan Wealth buys 2 advice firms in East Anglia
Titan Wealth joint CEO Andrew Fearon Wealth manager and Financial Planner Titan Wealth has...
LIBF revamps Advanced Diploma in Financial Advice
The LIBF has been offering the Advanced DipFA qualification since 2012 The LIBF professional body...
Why Is Personal Financial Advice So Mean?
I used to come home from middle school and turn on The Maury Povich Show...
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,...
Bristol Planner firm scraps £4k initial advice fee
Chris Hindle of Frazer James Bristol Financial Planning firm Frazer James has scrapped its advice...
The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)
In recent years, financial advisors have increasingly embraced tax planning as a core element of...
Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services
How advisory firms charge for financial advice has long been a central question in the...
When Basic Personal Finance Advice Steers You Wrong
This post is an adaptation of YNAB’s fan-favorite newsletter, Loose Change. Sign up for more...
Kent financial advice firm fails
FSCS website Kent-based financial advice firm Christopher Barker, trading as Apollo Pension & Investment Advisers...