Business & Development
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Employee Ownership Trusts (EOTs) after Labour’s CGT cut: legal insight into what advisers need to know
Setting out this useful overview for financial advisers, Giorgio Pizzetti, Associate at Hunters Law LLP, uses his legal expertise to update us…
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Brooks Macdonald combines Distribution and Investment teams
Brooks Macdonald today announces changes to its organisational structure to support the continued delivery of its strategy. The company is bringing together…
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L&G partners with HSBC UK to enhance customer access to guaranteed income solutions
L&G has partnered with HSBC UK to enable customers to directly explore annuities as part of their retirement income options. Via the…
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Quilter Cheviot appoints Joseph Hill as new fund research analyst
Quilter Cheviot is pleased to announce it has added to its fund research team with the hire of Joseph Hill. Hill joins…
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DJH signs joint venture with Perspective Financial Group
One of the UK’s fastest growing accountancy and professional services groups has signed a joint venture to enhance its service with a…
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Advice frameworks in 2026: FE fundinfo’s Gallagher explains why service models, targeted support and family-wide planning are converging
UK financial advice firms are entering a period of structural change, driven by ISA reform, the FCA’s evolving advice framework and a…
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St. James’s Place appoints Lea Blinoff as Director of Investment Solutions
St. James’s Place, has appointed Lea Blinoff as Director of Investment Solutions. In her role, Lea will lead investment activity for SJP’s…
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True Potential 2026 forecast – empowering advisers in the age of change
After a year defined by noise, novelty and the blurring of genuine advice with online hype, 2026 marks a decisive turning point…
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Callum Beaton begins term as CII President
As of 1 January 2026, Callum Beaton FCII, begins his term as President of the Chartered Insurance Institute (CII), the largest international…
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Adviser insight | Truly Independent’s Katie Brinsden highlights why all roads lead to financial advice for everybody
As headlines warn of a UK “exodus”, fresh migration data suggests a more complex – and revealing – picture. In this thought-provoking…
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