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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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‘If you go down to the woods today…” Neil Martin interviews Anthony Crosbie Dawson about investing in timber
This article has been sponsored by FIM Services, for more information on their services click here to find out more.” With Christmas not far…
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Changing the narrative around EIS – Paul Wilson talks to Sue Whitbread about the exciting progress of this campaign in 2016
2016 has certainly been a year we will all remember, given the significant events which have taken place. The investment world of EIS,…
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Mike Wilson is asking Santa for a nice gentle Christmas, with no socks and no shocks, and especially none of those nasty post-Christmas panics.
Dear Santa To be honest, I’ve had a bit of a year really, so would you mind asking Donner and Blitzen not…
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Adviser Spotlight – Barry Horner, Paradigm Norton
In the spotlight this month, Sue Whitbread talks to Barry Horner, CEO of Bristol- based Paradigm Norton Financial Planning, about the development…
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Business planning : Louise Jeffreys gives practical tips on nailing your strategic plan
As the year end approaches, Louise Jeffreys, Managing Director of Gunner and Co. suggests that this is the ideal time to reflect…
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Turn and face the strange: Brian Tora on the crash that never was
It seems that 2016 will go down in the history books as the year of surprises, suggests Brian Tora, as he considers…
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How much money is enough? Mary Waring of Wealth for Women argues the case for cash flow modelling
The heart of sound financial planning process is being able to work out whether clients will have enough money to live the…
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Better Business from Brett Davidson: it’s all about execution
As an adviser you are on home ground when advising clients. However, running your business effectively and efficiently involves a different skill…
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Mal content – Mark Polson of the lang cat reflects on 2016 and why media reaction can be at odds with a sensible investment strategy
Looking back at 2016, Mark Polson, of the lang cat, reflects that, in so many ways, it has been a legendary shocker…
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How to be perceived as more of an expert – as the credibility of experts is questioned, Mark Lee asks where does that leave advisers?
2016 has been the year when the credibility of experts in all walks of life has been called into serious question. So…