Page 4 - Your Profession News Today

Swedish-based Söderberg & Partners Group has acquired a majority stake in London-based IFA Timothy James & Partners (TJP) from current owner Waverton Investment Management Group, subject to approval from the Financial Conduct Authority.

The second half of the year is shaping up to be a busy one for Professional Adviser’s Regional Working Lunch events.

While summer is historically quiet time for the industry on the news front, there were several big stories over the last three months that caught readers’ attention. We have collated them for you, just in case you missed them…

The Financial Conduct Authority (FCA) has banned former directors Toni Fox and David Price, as well as charged them with a collective £1.3m fine for pension transfer advice failings.

Professional Adviser is pleased to reveal that entries for the 2024 Professional Adviser Awards will open on 4 September!

Financial advisers should “step out of their comfort zones” and apply artificial intelligence (AI) in their advice process, Financial Technology Research Centre (FTRC) chief executive and founder Ian McKenna has said.

The second half of the year is shaping up to be a busy one for Professional Adviser’s Regional Working Lunch events.

We are inviting those within the industry to register their interest in being a judge for the 2024 Professional Adviser Awards…

The number of financial advisers working for advice firms in the UK in 2022 was higher than in both 2021 and 2020, new Financial Conduct Authority (FCA) statistics show.

One in ten retail investors in the UK are using ChatGPT-style artificial intelligence (AI) to help pick and manage investments.