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Defaqto launches compliance hub for advice firms


By Jack Gray

Defaqto has launched a new compliance hub to help advice firms identify potential compliance issues earlier in the advice process


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Ex-Revolut employees establish wealth AI startup

Two former Revolut employees have co-founded Haido, a UK-based wealth AI startup designed to provide clients with a consolidated view of their personal finances

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Advice found to help clients avoid financial indecision

Unadvised people are more likely to be susceptible to financial indecision than advised clients, research from St. James’s Place (SJP) has shown

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Marsh agrees acquisition of Wilshire

Marsh has agreed to acquire global investment advisory services and analytics provider Wilshire for an undisclosed amount

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Higher-income investor confidence falls amid economy concerns

Confidence among investors with household incomes of £80,000 or more fell considerably in the third quarter, with sentiment towards the UK economy worsening, Boring Money has found

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UK ‘poised’ to become a world fintech leader

The UK is set to become one of the world’s next fintech leaders as its approach to digital finance and AI could support further advances in financial inclusion, according to a report from Principal Finance Group and the Centre for Economics and Business Research (CEBR)

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Budget presents ‘technical challenges’ for advisers

Financial advisers are facing new technical challenges following tax, pension, and estate planning reforms announced in the Autumn Budget, according to Redmill Advance

Quilter adds five appointed representatives to advice network

Quilter Financial Planning has added five appointed representative firms to its advice network

Raymond James appoints Dave Pederson to lead its combined wealth management business

Raymond James has appointed Dave Pederson as chief wealth management officer to lead its newly combined Wealth Management Services business in the UK
Gap emerges between advice firms’ organic growth ambitions and new client incentives

A ‘disconnect’ has emerged among large advice firms between their organic growth ambitions and the incentives they offer to advisers to bring in new clients, NextWealth has found

Universal Investment acquires Cadarn Capital

Universal Investment has announced the acquisition of London-based fund distribution and investor relations firm Cadarn Capital

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