Insights

Article Consolidation continues but regulatory headwinds emerge

From capital to culture: The changing dynamics of wealth management consolidation. Paul Lynch takes a closer look

| 4 min read | 01 Dec 2025

Article FCA’s section 165 request signals strategic shift

FCA’s Section 165 request marks a shift to data-led supervision. Learn what firms must do to align with Consumer Duty and stay compliant.

| 6 min read | 11 Jul 2025

Article Ongoing advice fees under scrutiny from the FCA

The Financial Conduct Authority (FCA) is taking a closer look at ongoing advisor charging. We explore the FCA expectations and what firms need to do now.

Jonathan Charles

| 6 min read | 27 Feb 2025

Article Consumer composite investments: FCA proposes new regulatory framework

The Financial Conduct Authority wants to improve consumer outcomes by enabling them to make more informed decisions.

Jonathan Charles

| 8 min read | 14 Feb 2025

Episode 54 Investment Management Challenges And Trends For 2024

The year ahead is set to bring both opportunities and reasons for caution to investment managers, with challenges spanning the uncertain impact of regulatory change, emerging technologies, and the long-running struggle with shrinking margins.

| 27 min listen | 01 Mar 2024

Episode 34 Investment Management Challenges And Trends For 2023

It's set to be another challenging year for investment managers who must navigate macroeconomic headwinds and make big calls on investments and risk, all while the industry tackles long-term structural challenges (and opportunities) around margins and technology.

| 41 min listen | 24 Mar 2023

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