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Industry welcomes FCA simplified advice push but flags risks and delivery challenges


By Callum Conway

The Financial Conduct Authority’s (FCA) consultation on simplifying pensions and investment advice rules has been broadly welcomed by industry stakeholders as a step towards closing the advice gap, although concerns remain around execution, risk and commercial viability


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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More than nine in 10 advisers using MPS; usage set to rise further

More than nine in 10 (91 per cent) financial advisers are using managed portfolio services (MPS) for their clients, with usage set to grow further, research from Charles Stanley has revealed

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Investors remain interested in green transition despite political pushback

Investors want to be able to invest in companies that are enabling the green transition, despite opposing political rhetoric and performance concerns, according to Quilter

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ISA millionaire population estimated to have trebled over past three years

The number of people with ISA portfolios worth £1m or more is expected to total around 17,600 by April 2026, representing a threefold increase since the start of the 2023/24 tax year, analysis of HMRC figures by Rathbones has shown

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People moves: Mercer, TrinityBridge, and Osmosis

The latest appointments in the wealth management industry

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FCA consults on simplifying pension and investment advice rules

The Financial Conduct Authority (FCA) has published a consultation on updated advice rules, seeking views on how to make it easier for firms to give simplified forms of personalised financial advice

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Wealth Club launches ‘UK first’ private markets SIPP

Wealth Club has launched a dedicated private markets self-invested personal pension (SIPP), aiming to provide a “mind-shift” to long-term investment horizons amid high market volatility

Quilter selects Aveni to support introduction of AI in advice operations

Quilter Financial Planning has chosen Aveni to support the deployment of artificial intelligence (AI) into its day-to-day advice operations

Majority of UK adults still unaware of IHT pension changes

Almost nine in 10 (89 per cent) UK adults have little or no awareness of the inheritance tax (IHT) pension changes to be introduced from next year, according to analysis from Standard Life
Private wealth clients warned against trying to time the market

Private wealth clients should focus on building resilience in their portfolios through broad diversification, rather than trying to time market exits and re-entries, according to HSBC Private Bank

IFA consolidator Absolute Financial ‘in talks’ with eight advice firms

Absolute Financial Group has announced it is ‘in talks’ with eight independent financial adviser (IFA) firms about joining the group

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