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Trending Articles
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Deepbridge Capital and RSM UK launch Autumn Tax Planning Masterclass series
Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning…
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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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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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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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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Skillcast: Why the Leeds Reforms make training a C-Suite responsibility
When the Chancellor stood up in Leeds to announce her reforms, the headlines honed in on “cutting red tape”. But, unlike…
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Evelyn Partners: AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time hi…
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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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Berkshire IFAs Formulate FAMR Response
A group of Berkshire IFAs who meet on a monthly basis to discuss issues effecting the industry, have just formulated their FAMR…
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New Online Advice Business
A new online advice business has been launched. Called eVestor, the founders are Anthony Morrow, founding shareholder of IFA group Paradigm, and Duncan…
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A Green and Pleasant Land, and More Expensive Say IFAs
New research suggests that a third of IFAs expect the value of UK land to increase dramatically over the next three years.…
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Professional Association Calls For Product Levy To Reform FSCS Funding
The Association of Professional Financial Advisers (APFA) has just published its Position Paper on FSCS levy funding. This is part of APFA’s…
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Fairstone Establishes Further Edinburgh Team
Fairstone has established a further team of IFAs in Edinburgh, supplementing the company’s existing offices in Dundee, Glasgow and Fife. The team…
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APFA Says Advisers Must Do More To Highlight Regulatory Costs
Advisers must do more to highlight regulatory costs to clients says The Association of Professional Financial Advisers (APFA). APFA has just published…
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Has Towry Dropped Flotation Plans?
It’s being reported that Towry has dropped plans to float on the London Stock Exchange. A story in The Sunday Times said…
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CFP Jackie Gets To Meet Rugby World Cup 2015 Finalists
Jackie Lee-Lis was the lucky person who recently got to meet some of the biggest names in the rugby. Her name was…
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David Cowell Rant: European Commission Not Ready
The European Commission said in a document this week that neither they nor the industry would be ready for the original January…
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Verbatim Launches Consultancy
Verbatim Asset Management, part of the SimplyBiz Group, has launched a business consultancy service to help advisers. The new service, says Verbatim,…