Brandon Russell
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PFS announces new Board member and Vice Presidents
The PFS Board has announced the appointment of Ben Wright as a new Director of the organisation. Mr Wright, a Chartered Financial…
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Former CashCalc employees reunite to solve the integration issue
New industry start-up ZeroKey today announced that former CashCalc employees are behind its mission to integrate technology and help financial advisers eliminate…
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Royal London announces new Group Chief Operating Officer
Royal London, the UK’s largest life, pensions and investment mutual, has announced the appointment of Peter Josse as its new Group Chief…
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Aegon backs Advice Guidance Boundary Review targeted support proposals
Responding to the Treasury / FCA Discussion Paper on the Advice Guidance Boundary Review (which closes today), Aegon has put its backing…
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Podcast #74. What advisers need to know about gifts when IHT planning: With M&G Wealth’s Cat McInally
IHT planning is always a key focus area for advisers – but it can be complicated. Advising clients on making gifts is…
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Advisers see increased demand for gilts amid surge in gilt-related queries
Research carried out by AJ Bell reveals advisers saw a substantial increase in the number of gilt-related queries from clients in 2023,…
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SJP welcomes the FCA and HM Treasury consultation paper on the future of targeted support and simplified advice
St. James’s Place (SJP) welcomes the FCA and HM Treasury consultation on the ‘Advice Guidance Boundary Review’ to address the widening advice…
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Shortage of IFAs and wealth managers unlikely to improve, according to new study
One in five (19%) of UK adults with stock market related investments have struggled to find an IFA, financial planner or wealth…
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Property investors bullish for the year ahead despite lingering challenges
UK property investors are optimistic for the year ahead, even in the face of persistent economic and regulatory challenges, new research from Market…
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Two in five aspiring first-time buyers put off buying a home after seeing the difficulties others face
The painful experience of securing a mortgage is deterring two in five aspiring first-time buyers (42%) from pursuing homeownership, new research from…
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