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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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Succession acquires four businesses for £20.6m
The Succession Group has acquired four more businesses from its affiliated membership for a total price of £20.6m. The four businesses are:…
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Fidor choose Seedrs
Challenger Fidor Bank has teamed up with crowdfunding platform Seedrs. Fidor chose Seedrs as the sole equity finance provider in a…
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Investment due diligence: compliance specialist Tony Catt looks at the process and examines some of its limitations.
Making sure that investment recommendations do not just meet client requirements but also keep the regulator on side are both key requirements…
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SMEs feature in awards
SMEs are making themselves felt at the One4ll Spotlight Awards. The awards recognise the best employees across a number of different…
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MiFID II –Tightening the Safety Net
MiFID II is coming on 3rd January, ready or not. Michael Wilson looks at what it might mean. At a time when Britain…
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The adviser’s guide to digital marketing – using Google’s new ‘posts’ tool to increase your Google presence
This is the first in a series of articles from Sam Turner (pictured), Head of Digital at ClientsFirst, aimed at giving you…
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Electric vehicle charging company targets timely £1m fund raise
As the Government decides to ban petrol and diesel cars by 2040, interest in electric vehicles and support services is bound…
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Reviewing your firm’s investment strategy; a checklist for advisers
When it comes to having a robust investment strategy in place, most advisers will feel that their existing approach works well and…
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Director General of EISA on the Patient Capital Review and EIS/SEIS implications
Mark Brownridge, Director General of the EIS Association, on the Patient Capital Review and its implications for EIS and SEIS: Back in…
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Ben Manser awarded Hoare Nairne Scholarship
Ben Manser (above, right) of Coutts Crown Dependencies, Jersey, has been awarded the Hoare Nairne Scholarship 2017. Awarded by the Chartered Institute…
