Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.
Is ‘DEI’ over or just evolving? Here’s how FP covered it in 2024
More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.
How Fifth Third’s RIA is mining private banks to build $10B in AUM
Fifth Third Wealth Advisors President Eric Housman thinks his bank’s $2 billion advisory practice still occupies a distinct position in the industry. But it’s not likely to stay that way.
Scam-fighting pensions body faces uncertain 2025
The Pension Scams Industry Group (PSIG), a voluntary body created by the pensions sector to combat pension scams, is facing an uncertain future.
4,409 complete tax return on Christmas Day
HMRC data published today has revealed that 40,072 people completed their tax return over the Christmas break with 4,409 submitting their returns on Christmas Day.
AI-washing, elder fraud, reg rollback: 5 big compliance trends in 2024
Industry watchdogs stayed busy trying to root out elder fraud and off-channel communications while plaintiffs lawyers’ questioned firms’ sweeps policies and regulators’ basic authority.
Does crypto belong in retirement portfolios in 2025?
As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?
Guest Column: How planners can utilise emotional intelligence
Former Financial Planner turned author and consultant James Woodfall explains how emotional intelligence works and how Financial Planners can utilise the benefits of EI to understand their clients better.
Lincolnshire adviser firm cancelled by FCA
The FCA has revoked the regulatory permissions of Lincolnshire financial adviser firm John Cotton (FRN: 136224) for non payment of fees.
Profits up 59% at Redmayne Bentley
Investment manager and Financial Planner Redmayne Bentley has reported profits up 59% in the past year to just over £7m.