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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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More Latest News
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Over-60s Feel Severe Cost of Living Squeeze
It’s the over-60s which are feeling a severe cost of living squeeze. So says new research which found that nearly a third…
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Interest Rate Decision – More industry comment
Andrew Wilson, Head of Investments at Towry: “Cutting from 50bps to 25bps will be unlikely to make much of a difference to…
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Interest Rate Decision – Industry comment
Gwilym Lloyd Jones, Wealth Planner at financial firm Sanlam UK: “With post Brexit fears of a recession and speculation about quantitative easing…
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Merseyside’s Second Largest IFA Firm Created After Deal
Gee and Watson has acquired McEwan Wallace Wealth Management, creating the second largest IFA firm in Merseyside. No figure was given for…
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Harvard Acquired by Ascot Lloyd
Dorset-based Harvard Financial Management has been acquired by Ascot Lloyd, the national IFA firm which specialises in financial planning, wealth management and…
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Robots Unlikely To Come To The Rescue
So-called robo-advice is not a credible means of tackling the UK’s advice gap say IFAs. This is the conclusion of new research…
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Tilney Bestinvest Completes Towry Deal
Tilney Bestinvest has completed its acquisition of Towry, creating one of the UK’s leading wealth management groups with over £20bn of assets…
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David Cowell: Investment Overview etc
Each quarter I pen a newsletter to clients entitled Investment Overview and the July edition is now being sent. You may wish to…
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Record Fund Flows for SJP
St James Place has notched up record fund flows for the six months to 30 June, 2016. At the halfway stage, Group…