It’s difficult to know what challenge or opportunity lies around the next corner, but a small sample of advisers predict the ...

Researcher Morningstar believes a recent spate of acquisition proposals of Insignia Financial by private equity proves the ...

Insignia Financial has received another non-binding bid from a US-based private equity firm – this time by CC Capital – for a ...

Recruiters are finding the toughest roles in financial advice to fill are at the upper and lower ends of the spectrum, with ...

The government has established the Regulatory Initiatives Grid, aiming to better streamline and coordinate regulation in the financial sector to help build a more competitive, dynamic and productive ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

Current AI models do not have the accuracy levels needed to replace human researchers, the Professional Planner Researcher Forum has heard. Researcher Morningstar distinguished quantitative analyst ...

Specialist wealth platform provider Mason Stevens has appointed Brad Creighton as head of asset allocation. Creighton will be responsible for leading strategic and dynamic asset allocation solutions ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

Produced in partnership with HUB24. Improving productivity is a focal point in the professional advice ecosystem as the industry searches for a business model that can serve more clients while demand ...