News & Product updates

This was the theme of the day at the lang cat’s recent Home Truths event in the beautiful setting of the Royal Institute of British Architects (RIBA) in London. Around 200 financial advice professionals gathered in person with more than another two hundred and fifty joining online to hear their peers challenge and defend five..

Mark Polson gets specific, practical and to the point (as always) as he hones in on the communication element of the incoming Consumer Duty regulation.

In a Consumer Duty survey of advisers who attended December’s monthly adviser webinar, we heard a magnitude of answers; from very concerned to not worried at all. For those who are concerned, Mark addresses how to right size your approach for your practice. He also shares some tips for getting started and keeping it manageable.

The conclusion of the deal marks the start of our new brand, Morningstar Wealth Platform; Wealthcraft is now Wealthcraft, a Morningstar company and Smart IM becomes Smart IM, a Morningstar company. These changes are initially to the brands only. Formal legal names will follow and you may continue to see the Praemium name over the..

It is frustrating to think that upper limits are set, not on the capacity to advise or the availability of new clients, but by interminable tasks and the need to generate pages of compliance blurb, which is often impenetrable or meaningless to the average investor. For those unwilling to accept this status quo, embracing automation..