Its platform customer numbers were up by 152,000 to reach 796,000, an increase of 24% in the year. The business said its ...
Financial Conduct Authority deputy CEO Sarah Pritchard has said firms can expect updated rules on simplified advice “soon”.
AI has brought about a significant and permanent change to the rules of engagement with customers, writes Anna Plotnek ...
Darius McDermott explores Asia’s broadening investment story in his latest column for Professional Adviser ...
Shares in Aberdeen fell by more than 3% this morning, after the fund group posted continued outflows for the three months to ...
The Financial Conduct Authority has banned former Vector Wealth CEO Jeffrey Dawkins after he “dishonestly” acted as a front ...
The UK’s Consumer Price Index (CPI) rose higher than anticipated to 3.5% in the 12 months to September, up from 3.1% the ...
Under First Wealth, individuals and families of Accumulate Wealth Management will receive financial planning services on a ...
Tavistock Investments has agreed to sell King Financial Planning (KFP) for £3m in cash and entered talks with Atomos over the ...
Quilter’s platform attracted £8bn in net inflows in the first nine months of 2026, while its WealthSelect managed portfolio ...
The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) celebrated 347 graduates at their annual ...
Inheritance tax (IHT) receipts reached £4.7bn between April and September 2026, up £300m on the same period last year, as ...