Sahar Nazir

1 day ago | professionaladviser.com | Sahar Nazir

Move brings regulatory expertise in-house to strengthen AI-backed suitability tools for advisers Artificial intelligence (AI) and data technology partner Saturn, which works with more than 350 financial advice firms, has acquired compliance and paraplanning support provider Ateb Suitability from Thistle Group to “strengthen” adviser-focused reporting and regulatory services. Ateb Suitability, which will now operate under the name Ateb Insights, said it had supported advice firms through...

2 days ago | professionaladviser.com | Sahar Nazir

Speaking today (13 May) at a roundtable hosted by the firm, Macfarlanes partner Laura Bridgewater said NFM remains a priority for the regulator — particularly in light of recent political scrutiny — and that advice firms have a duty to take pre-emptive action, even in the absence of formal enforcement cases. "Firms regulated by the FCA must deal appropriately with allegations of misconduct, even if it's not financial in nature," Bridgewater said.

6 days ago | professionaladviser.com | Sahar Nazir

Prosecution ready to proceed but court agrees to delay trial until late August The trial of Marian Okunola, a former contractor-turned-employee at Titan Wealth, has been rescheduled for later this summer following a hearing at Ealing Magistrates’ Court today (9 May).

1 week ago | professionaladviser.com | Sahar Nazir

Clients are disengaging rather than firing their advisers, conference hears Clients often disengage from their adviser instead of ending the relationship entirely, according to Morningstar global head of behavioural insights Ryan Murphy.

1 week ago | professionaladviser.com | Sahar Nazir

Investment industry criticised on ‘terrible job’ of appealing to fresh audiences Current positioning of sustainability has come under question as younger clients increasingly view impact investing as a baseline expectation rather than a distinct category, according to a panel at the Morningstar Investment Conference 2025.