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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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atomos buys up two regional advice firms
Financial planning-led wealth manager atomos is growing its footprint with the acquisition of two advice firms. Shore Financial Planning and Define Wealth…
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Mental health the biggest cause of absence: why well-being needs to be core to businesses in 2024
With workplace absences up year on year, Richard Bedworth, Sales Director at StaySafe, a leading provider of lone worker safety solutions, is urging…
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Soft landing now, cyclical recession later – Fidelity International 2024 investment outlook
In its global investment outlook for the coming year, Fidelity International outlines why it is important to adopt a scenario based approach which takes…
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Using Smoothed With Profits to help deliver effective financial planning solutions for clients
This is the fourth in our series of case studies designed to show how Wesleyan’s smoothed With Profits Growth Fund could help…
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Redmayne Bentley: resilient profits amid market volatility and inflationary costs pressures
Redmayne Bentley has reported robust financial results for the 12 months ended 31st March 2023, with profits remaining resilient amid market volatility and…
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Why China will be the “wild card for disruptive growth” – the most profitable sectors for 2024
Mark Hawtin, Investment Director, GAM Investments has commented on the outlook for growth equities in 2024. He said: “When we put all…
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Navigating ESG Realities: A Strategic Guide for Financial Advisers
Written by Raman Uppal, Professor of Finance, EDHEC Business School ESG Investing has evolved into a financial juggernaut, drawing heightened attention from…
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The outlook for sovereign bond investing in 2024 from Jupiter’s Aggarwal
In 2024, Jupiter Asset Management’s Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge…
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Signposting vulnerable consumers is not enough to avoid potential harm, warns MorganAsh
Signposting a vulnerable client to a different organisation for help is not enough to avoid potential harm and to meet Consumer Duty…
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Jupiter Asset Management: Three Ideas for Fixed Income Investors
Matthew Morgan, Head of Fixed Income at Jupiter Asset Management recently shared his outlook for fixed income in 2024. You can find his…