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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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Does your work/life balance need some work? Advisers share what works for them and why.
Working in financial services can be a rewarding experience that allows flexibility and control over work/life balance. However, this is only the…
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MAF Core: A multi-asset solution for multiple client types
Shane O’Brien, Head of Multi-asset & Macro Investment Specialists at Aviva Investors, introduces five client types who may find MAF Core an…
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Estate planning is the big opportunity of 2023
Estate planning is something too many families put off. But recent events have made inheritance tax and providing for loved ones a…
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Blue Monday 2023: which investments could leave you unhappy this year? – Investment managers react
Investors could be forgiven for feeling down in the dumps this January. Powerful headwinds from ongoing interest rate hikes to a faltering…
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Why stocks are bouncing back – and five headwinds to remain mindful of – GAM Investments
Written by Julian Howard, Lead Director, Multi Asset Solutions, GAM Investments Global equities, as measured by the MSCI AC World Index, fell…
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Technology the way for the industry to deliver ‘personalised financial guidance’
Technology will be instrumental in helping government and the regulator in their aim to deliver personalised financial guidance and more affordable advice…
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Supporting employees through Blue Monday
January represents a fresh start and, while Blue Monday may be traditionally known as the most depressing day in the year, employers…
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Columbia Threadneedle Multi-Manager team 2023 Outlook: Topping up the piggy bank
Anthony Willis, Investment Manager in the Multi-Manager team at Columbia Threadneedle Investments provides the team’s 2023 outlook and the key drivers behind…
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Brokers respond to comments made by Money Box presenter Paul Lewis
Following Paul Lewis of BBC Money Box saying “the way to get the best possible deal is to go to one of…
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ValidPath – Four Key Themes Impacting the Advice Sector In 2023
ValidPath, the network for independent financial advisers, believes increasing regulation, a transition to dynamic advice powered by innovative technology, independence being the…