FCA proposes rule tweaks to encourage firms to offer ‘simplified advice’
One of the biggest changes is that the FCA will give firms more flexibility in how often they deliver suitability reviews
Best Practice | 24 Mar 26
VIDEO: II Awards 2025 Winners’ Stories – Sam Instone, CEO, AES International
Sam Instone, CEO at AES International talks about the group’s mission to create positive change and help transform the industry
Quilter develops AI tool for advisers with tech specialist Aveni
Aveni Assist has been deployed to all advisers across the Quilter network to enable them to record, transcribe and summarise client meetings
Novia Global: A brief guide to what makes a platform a winner
Steve Andrews, CEO of Novia Global, says the way platforms frame their appeal is overly long, overcomplicated and overwhelming
Transact to launch flexible reversionary trust amid adviser demand for IHT solutions
Transact said it has seen increased interest in both onshore and offshore bonds and trust planning from advisers




