A reform of the Individual Savings Account (ISA) system is currently “under review” by the Treasury, as part of its broader ...

Chartered financial planning firm The Penny Group (TPG) has completed its acquisition of Whiting Financial Limited.

Norrix Financial Services, formerly RNAMK, has been declared failed by the Financial Services Compensation Scheme (FSCS) over pensions advice.

The 2024 Budget will have a significant impact on the AIM market, however, AIM shares remain an attractive investment for IHT purposes, writes Stephen Kenny ...

The lack of trust that clients have in artificial intelligence (AI) means the uptake of robo-advisers remains limited, Avaloq has found.

Half of the industry has opposed the idea of a four-day working week citing client demand as a major factor in sticking with the traditional five-day working pattern, according to a Professional ...

The UK Consumer Prices Index (CPI) rose by 2.3% in the 12 months to October 2024, up from 1.7% in September. According to data from the Office for National Statistics today (20 November), the increase ...

More than one in five (21%) of the mass affluent lack confidence that their inheritance planning is in order, research from Monument has found.

Most (90%) of advisers are concerned that the Budget impact for clients will be negative, NMG Consulting has found.

More than one third (39%) of financial advisers have not mentioned Consumer Duty to their clients, according to Royal London.

Nearly half (47%) of financial advisers believe investment performance is far from the most critical factor in satisfying clients, according to Royal London.

When it comes to risk profiling senior managers should take responsibility for consistency across the business, ensuring the process remains fit for purpose and that staff are following the process as ...