Jenny Hunter
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The annual review is dead: Fundment CEO says responsive advice is the new standard
The FCA’s proposal to remove the mandatory annual suitability review doesn’t mean more meetings. It means smarter architecture, writes Fundment CEO, Ola…
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Rosemount Financial Solutions (IFA) launches check2 KYC tool
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has launched check2, its own proprietary Know Your Customer (KYC) tool…
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Inheritance tax planning set to become more complex as business relief rules change, warns Aberdeen Adviser
Financial advisers and paraplanners may need to revisit estate planning strategies for business owners and investors ahead of significant changes to business…
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New Unbiased research reveals a ‘fee transparency gap’ in UK financial advice
Unbiased, the leading AI-enabled financial advice platform, today released new research indicating a significant ‘transparency gap’ within the UK financial advice industry.…
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’Bank of Mum and Dad’ comes at a cost: three in five parents of over-18’s support their children financially and one in seven say this will delay their retirement
The Bank of Mum and Dad is open, with three in five (61%) parents of over 18’s helping their children navigate the…
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Brooks Macdonald appoints Will Hobbs as Chief Investment Officer
Brooks Macdonald announced today the appointment of Will Hobbs as Chief Investment Officer (CIO) effective 7 April 2026, subject to regulatory approval.…
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Emerging markets show resilience despite geopolitical shocks, Fidelity International Analyst Survey finds
Emerging markets are navigating a material supply-side shock following the escalation of conflict in the Middle East, which has disrupted energy flows,…
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BoE holds base rate at 3.75%: what advisers and industry experts are saying
The Bank of England has held interest rates at 3.75%, a move that had become increasingly likely in recent weeks as geopolitical…
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BoE holds rates at 3.75%: what property and mortgage professionals are saying
The Bank of England has kept the base rate at 3.75%, as expected, but the backdrop to this decision has shifted sharply.…
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Getting a bonus this year? Standard Life explain how a few years of bonus sacrifice could add £40k to pension pots
In a financial journey often shaped by the ups and downs of life, decisions made now can have a lasting impact. With…
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