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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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Senior economist updates his US elections view
Senior economist at AXA IM David Page has updated his view on the US election. Here are the key points. Following a…
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FundsLibrary delivers unique online income forecaster
Fund data solutions provider FundsLibrary has developed a new and unique online Income Forecaster service for IFAs, Platforms, Wealth Managers and more.…
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Share your passion – CISI’s Campbell Edgar looks forward to next week’s financial planning conference
Great ideas and sharing best practice are fundamental to the development of technical competence, running a great business and delivering an even…
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Winning Gold: Andrew Cole on the effectiveness of bullion as a portfolio diversifier
With the prospect of negative interest rates looming, Pictet’s Andrew Cole reminds us of the defensive qualities of gold and why…
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Albion acquires OLIM
Albion Ventures, one of the UK’s largest independent venture capital investors, is to acquire OLIM Investment Managers from Close Brothers Group. The…
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IFAs unhappy with range of ethical funds on offer
IFAs are not happy with the range of ethical funds currently available. What’s more, this comes at a time when professional advisers…
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And the good news for advisers is…
Here’s a story to brighten up any IFA’s Friday. It seems that eight out of ten financial advisers are feeling happy about…
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Sandringham expects surge in interest
Sandringham Financial Partners is expecting a surge of interest in its partner share scheme after reminding IFAs that once they recruit the…
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Succession completes largest deal so far
In its largest deal so far, Succession has acquired Birmingham-based Clay Rogers & Partners for an undisclosed sum. Regarding the acquisition price,…
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Chorley Based Firm Scoops Two Awards
An IFA firm based in Chorley, Lancashire, has won two awards at an event organised by the North West Chamber of Commerce.…