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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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NextWealth: Discretionary MPS strong growth continues, capturing outsized share of platform assets
Assets in discretionary MPS experienced strong growth of 11% in the past six months and 25% in the past year, while underlying…
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Why are investment trust discounts so high, and what does it mean for investors?
Dan Coatsworth, investment analyst at AJ Bell, comments: “Twenty-six investment trusts trade on a discount that is more than five percentage points…
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Leicester financial services firm secures significant private equity backing
August Equity has added a fast-growing financial services firm to its portfolio, in a deal supported by FRP Corporate Finance. Headquartered in…
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First Wealth appoints Jess Biggs to launch Sports and Entertainment division
First Wealth has appointed Jess Biggs to lead its new Sports and Entertainment division. Biggs joins from Evelyn Partners, bringing specialist experience…
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Women are 45% more likely to have inherited assets as the Great Wealth Transfer accelerates
LONDON, 10 June 2025 New research from Unbiased shows that female financial advice seekers are 45% more likely than men to have…
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Oakglen Wealth acquires Homebuyer Financial Services Limited
Jersey, 10th June 2025 — Oakglen Wealth Holding (Jersey) Limited (“Oakglen Wealth”), part of Oakglen Group, has acquired Homebuyer Financial Services Limited (“HBFS”),…
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Amid uncertainty, investors are increasingly turning to a financial adviser, finds Natixis IM’s Individual Investor Survey
10 June, 2025 – After 15 years of low rates, high returns, and relatively smooth sailing, individual investors around the world are concerned…
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How platforms can help soothe the nerves of advisers and their clients | Guest insight from Novia Global’s Linda Johnstone
In a climate of persistent market uncertainty and negative headlines, Linda Johnstone, Head of Investment Proposition at Novia Global, explores how platforms…
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All eyes on Reeves as spending review tests fiscal resolve: we explore what tomorrow might bring
Chancellor Rachel Reeves unveils her first major departmental spending review tomorrow, as markets, investors and global institutions await evidence that the UK…
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Smart Money People’s H1 2025 Mortgage Lender Benchmark records highest satisfaction rating since 2020 by brokers across all lending sectors
Smart Money People, the UK’s most comprehensive financial services review site, has released its H1 2025 Mortgage Lender Benchmark covering mortgage broker…