News

In Q2 2025 (April to June), the Financial Conduct Authority (FCA) received 315 whistleblowing cases, mainly concerning ...
Aviva’s platform recorded a 28% year-on-year rise in net flows during the first half of 2025, as the group continues to grow ...
Vulnerability is now the primary lens through which the FCA is considering how firms implement Consumer Duty, writes Mark ...
Trust Financial Planning has entered liquidation as joint liquidators Paul Stanley and Dean Watson of Begbies Traynor are ...
As AI impacts how clients find financial advice, firms can competitively market their services by leveraging a quality AI can ...
Tatton Investment Management (Tatton) chief commercial officer (CCO) Justine Randall has said that its investment into ...
Assets managed on behalf of retail investors hit 28% in 2024, higher than pension funds (27%) for the first time, according ...
The plan to lift inheritance tax (IHT) exemption on pensions is causing “vast” changes to advisers’ working lives, according ...
Fiona Oliver talks to Jenna Brown about her coaching-led leadership style, explains why she sees herself as a cox in a rowing ...
A lifetime limit on gifting linked to inheritance tax (IHT) planning could be introduced by the government as it looks to ...
Quilter is the most recommended adviser platform by value for the first half of 2025, Defaqto has found. The findings are ...
Terry Huddart continues his platform innovation series for Professional Adviser with a look at the Scottish Widows Platform ...