Chloe Gronow
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Finli completes on six acquisitions adding £252m in AUM
Financial planning business Finli Group has completed on six acquisitions in the first quarter of 2026 as it continues to grow its…
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The AI challenge facing financial services (and how to turn it into an advantage)
Artificial intelligence is rapidly reshaping the role of financial advisers, creating both significant disruption and opportunity across the sector. Tasks that once…
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Iran conflict dampens ETF demand in March, but active ETFs remaining on track for another record year
In March 2026, the European ETF market* was unable to escape the markets’ risk-off sentiment. With net inflows of USD 12.1 billion,…
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The rise of the sandwich generation client
Intergenerational planning is coming under pressure as a growing cohort of clients is being pulled in two directions at once, supporting ageing…
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Retiring abroad could wipe £77,000 off your state pension
British pensioners planning to retire overseas this tax year could forgo more than £77,000 in state pension income over 20 years if they move to a country…
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The pitfalls of a DIY will: a decade to settle Sean Hughes’ estate
Each month in the UK, there are more than 6,000 Google searches* by people looking for information about writing their own will,…
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Preparing for tomorrow: the role of trusts in ‘The Great Wealth Transfer’
More wealth than ever before is expected to pass from older generations to younger ones over the coming years in what has…
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Dividend taxpayers double as average earners and pensioners walloped
Sarah Coles, head of personal finance at AJ Bell, highlights the growing toll of dividend tax on investors as lower allowances and…
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P1 unveils next-generation platform interface to transform the adviser experience
P1 Investment Services (P1) providers of the market-leading P1 Platform, has today announced the rollout of its newly enhanced professional user interface. The…
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Defaqto adds STAR transfer accreditation ratings to Engage to support adviser due diligence
Defaqto, the UK’s leading provider of adviser technology, data and insight, has added STAR transfer membership and accreditation ratings to its platform…
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