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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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AFH acquires CRS
AFH has acquired the assets of CRS Financial Planning (“CRS”) for a maximum consideration of £663,670. CRS is an East Anglian based…
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Strong performance from Succession
Financial services company Succession has just reported its latest figures, with turnover, profits, platform revenues and funds under management, all up. For…
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JM Finn appoints new head of Yorkshire office
Investment management firm JM Finn & Co has a new head for its Yorkshire office. Andrew Aitken moves from UBS Wealth Management…
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Hard or soft Brexit? Don’t worry, be happy says Richard Harvey
As we ponder the implications of what Brexit will really mean, Richard Harvey reminds us that the UK has been through tough…
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Trump Towers – Michael Wilson worries about what might happen in the event of a Trump presidency
Now don’t get me wrong. I’m as worried as anybody else by the ascent of the bright orange bouffant with the pitbull…
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Better Business from Brett Davidson – money can’t buy happiness
Why not give your business a boost by reviewing your business objectives in line with how you want to feel? Brett Davidson…
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Intergenerational financial planning solutions – Sheriar Bradbury
Engaging younger generations in an estate planning strategy is not just good for your client – it’s also good for your client…
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Prudential – don’t forget about bonds
Neil Martin talks to Paul Fidell, Head of Business Development (Investments) at Prudential, who wants to send a message to advisers about…
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Henderson and Janus to merge
Henderson Global Investors and Janus Capital are to merge, forming one of the largest diversified active investment managers in the world. The…
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The long and winding road – Brian Tora looks at the threats to markets posed by the Brexit headwinds
The UK monetary authorities are facing quite a challenge as they grapple with the policy tools at their disposal in an attempt…