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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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The estate planning scenario: Mark Lambert of HSBC Life gives an overview on the importance of estate planning
Mark Lambert of HSBC Life looks at why is estate planning such an important part of the financial planning process The first…
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Estate Planning: How to avoid damaging the standard of living for clients in later life
Oxford Capital highlights a useful strategy offering advisers an effective IHT planning solution with flexibility and control Currently, the majority of IHT…
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Estate planning: we talk to James Sore, Chief Investment Officer of SyndicateRoom
With a huge range of options and products for advisers to consider in the estate planning space, we talk to James Sore,…
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Intergenerational financial planning – keeping it in the family. Henny Dovland, Time Investments.
Henny Dovland, inheritance tax expert and business development manager at TIME Investments talks through some of the considerations involved As we live…
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Impact Investment a ‘win-win’ for both investors and advisers says Triple Point
A more principled approach to investing is a key theme sweeping markets says Triple Point as they highlight the importance of…
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Tatton Asset Management announces maiden prelims
Tatton Asset Management, the on-platform discretionary fund management and support services business for IFAs, has issued its maiden Preliminary Results for the…
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YFM supports £3m investment into Arcus
Funds advised and managed by the specialist private equity fund manager YFM Equity Partners have backed a £3m investment into Arcus Global.…
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Finding potential investment opportunities in disruptive technology
How can advisers and paraplanners capitalise on the continuing developments this exciting sector has to offer for client portfolios? L&G ETF, part…
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New top fear for advisers
The fear of robo-advice might have receded, but there’s a new top worry on the horizon. Now attention has switched to large…
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Seedrs secondary market busy
Seedrs started its secondary market one year ago and has provided an update on progress. The equity crowdfunding platform said that…