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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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The funds and trusts that would have made ISA millionaires
Laith Khalaf, head of investment analysis at AJ Bell, comments: “The ISA is 25 years old in April and over a quarter…
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San Francisco retains top spot as London climbs to second in Schroders 2024 Global Cities Index
San Francisco has ranked first in Schroders’ annual Global Cities Index for the second consecutive year, buoyed by the strength of the…
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Magnificent Seven to Fab Five or Hot 100? – analysis from Charles Stanley
Following the dramatic rise of Nvidia, Chris Ainscough, Portfolio Manager and Director of Asset Management at Charles Stanley, shares his analysis about…
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Royal London announces new Group Chief Operating Officer
Royal London, the UK’s largest life, pensions and investment mutual, has announced the appointment of Peter Josse as its new Group Chief…
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Aegon backs Advice Guidance Boundary Review targeted support proposals
Responding to the Treasury / FCA Discussion Paper on the Advice Guidance Boundary Review (which closes today), Aegon has put its backing…
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Podcast #74. What advisers need to know about gifts when IHT planning: With M&G Wealth’s Cat McInally
IHT planning is always a key focus area for advisers – but it can be complicated. Advising clients on making gifts is…
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Advisers see increased demand for gilts amid surge in gilt-related queries
Research carried out by AJ Bell reveals advisers saw a substantial increase in the number of gilt-related queries from clients in 2023,…
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SJP welcomes the FCA and HM Treasury consultation paper on the future of targeted support and simplified advice
St. James’s Place (SJP) welcomes the FCA and HM Treasury consultation on the ‘Advice Guidance Boundary Review’ to address the widening advice…
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Shortage of IFAs and wealth managers unlikely to improve, according to new study
One in five (19%) of UK adults with stock market related investments have struggled to find an IFA, financial planner or wealth…
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Property investors bullish for the year ahead despite lingering challenges
UK property investors are optimistic for the year ahead, even in the face of persistent economic and regulatory challenges, new research from Market…
