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True Potential Wealth Management partners with Oxford Risk to enhance behavioural investor risk suitability
True Potential Wealth Management, one of the UK’s leading wealth managers, has announced a strategic partnership with behavioural…
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Afin Bank cuts rates by up to 1.66% on High-Net-Worth mortgages
Afin Bank has cut interest rates on its groundbreaking High-Net-Worth Mortgage by up to 1.66% across the entire…
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Origo records over 100,000 pension transfer searches on tracking portal in first year
Advisers have searched for over 100,000 pension transfers on Origo’s first-of-its-kind Unipass Transfer Tracking portal, less than a…
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NI&P Podcast #21: Is whole of life the only solution for long-term IHT? with JLHO’s Ken Maxwell
Now live: This month’s New Insurance & Protection special edition of IFA Talk explores a key question for advisers: in protection terms,…
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Acre unveils AI tools for compliance and workflow
Acre has today unveiled its new AI-powered compliance and workflow functionality designed to help brokers stay aligned with mortgage…
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Fidelity International launches Fidelity WealthBuilder Model Portfolio Service
Fidelity International (“Fidelity”), a global asset manager and retirement savings business, today announces the upcoming launch of the Fidelity…
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Downing’s Nick Priest takes a big-picture look at IHT planning opportunities and why advisers must rethink ‘pension first’ strategies
Sweeping IHT changes have redrawn the financial planning map for advisers. As Nick Priest, Head of Strategic Partnerships…
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The platform industry in 2025: Fundscape update shows it was a year of two halves
The platform industry hit record after record in 2025. Stellar stock markets powered assets past £1.3trn – the…
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LV= research highlights growing personal protection gap
New research from investment, protection, and retirement specialist, LV=, reveals UK workers are increasingly prioritising pet insurance over…
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VCTs, innovation and the road ahead | Interview with VCTA Chair, Chris Lewis
As adviser interest in Venture Capital Trusts (VCTs) gathers pace once again, the conversation is shifting beyond tax…
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