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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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OBR report highlights the unsustainable burden the triple lock will place on taxpayers
Following the OBR’s fiscal risks and sustainability report and in particular its forecasts around the State Pension costs, Jon Greer, head of retirement policy at…
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Helping advisers and asset managers structure success and rethink investment strategies
Today’s financial markets are full of surprises, and not always the good kind. In a world of political unpredictability, rising interest rates…
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Collidr launches free fund screening & portfolio comparison tools for advisers
Collidr Technologies Ltd, a technology firm which has provided portfolio solutions to advisory firms for 10 years, has added even more features…
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Data-sharing isn’t just good for customers – it’s what they expect
Written by Andrew Gething, Founder and Managing Director of MorganAsh As part of Consumer Duty, the FCA asks for firms to consider…
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Why personal branding is the most underrated advantage in the financial advisory industry
Written by Chris Ball, CEO, of Hoxton Wealth In 2013, I didn’t post a single thing online. But, in the past twelve months,…
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FCA fines Monzo £21m for failings in financial crime controls
The Financial Conduct Authority (FCA) has fined Monzo Bank Ltd £21,091,300 for its inadequate anti-financial crime systems and controls between October 2018…
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New research from Unbiased reveals women prioritise clarity and credentials from financial advisers – not gender
New research by Unbiased, the UK’s leading financial advice platform, reveals that women seeking advice are more likely than men to prioritise…
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Partners Wealth Management acquires Navitage Capital Management
Partners Wealth Management (PWM) today announces its acquisition of Navigate Capital Management (NCM) which will now form part of the PWM brand.…
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Four in five UK businesses with DC schemes poised for major overhaul of employee pension provisions
A significant shift is on the horizon for defined contribution (DC) pension schemes in the UK, according to new research from LawDeb…
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Millions will see their PSA halved by 2028-29
In its latest fiscal risks and sustainability report, the Office for Budget Responsibility (OBR) has raised a significant alarm about the growing…
