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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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Reality shows. Mike Wilson tries to put some perspective around what’s been happening around the globe this summer
Where did the summer go? It seems barely weeks since the general election, and suddenly St Leger’s Day is coming up fast…
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The rise and rise of paraplanning
Sue Whitbread looks at how paraplanning contributes to the success of a financial planning firm Maybe your client work is a…
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The adviser’s guide to digital marketing #4: two easy and free tools available to advisers
Get ahead with these two new (free) bits of marketing technology says Sam Turner, head of digital at ClientsFirst What are they?…
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Stellar’s IHT portfolios now on CoInvestor
Advisers can now access Stellar Asset Management’s asset-backed IHT portfolios via the CoInvestor platform. This follows a new partnership between Stellar…
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Government moves against pension scammers
The Government is to crackdown on pension scammers. The move comes after figures show that fraudsters tricked savers out of around £5m in…
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Six golden rules for yield investing you must know
Bonds remain a crucial asset for any investor building a yield-generating portfolio, despite yields having failed to rise in line with…
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Calculus backs Axol Bioscience with £2.5m
Private equity firm Calculus Capital, a leading EIS and VCT specialist, has invested £2.5m in Axol Bioscience (Axol). Cambridge-based Axol supplies…
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Six golden rules for yield investing you must know
Bonds remain a crucial asset for any investor building a yield-generating portfolio, despite yields having failed to rise in line with expectations.…
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Hopwood joins Maven from HSBC
Craig Hopwood (pictured above) has moved from HSBC to become an Investment Director with Maven Capital Partners. He will be based…
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New junior ISA from NS&I
NS&I has launched a new junior ISA. It offers a 2% tax-free/AER (variable) interest rate and has a maximum subscription limit of…