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Plannr & AdvisoryAI launch integration
AdvisoryAI, award-winning AI platform for financial advisers, and Plannr, a trusted leader in financial adviser technology, has gone…
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Fund manager view: Why I’m wary of the US recovery – Jacob de Tusch-Lec, manager of the Artemis Global Income Fund
Jacob de Tusch-Lec (pictured), manager of the Artemis Global Income Fund, explains why the recent rally in US…
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Industry professionals rethink tax-efficient investing, shifts in strategy, provider choice, and client flexibility
For today’s tax-efficient investors, staying ahead of regulatory changes and market shifts isn’t just prudent—it’s essential. With Business…
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HMRC “dawn raids” jump to 648: Pinsent Masons highlights intensified crackdown on tax fraud
HMRC conducted 648 dawn raids last year, up from 623 raids in the previous year, as steps up…
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Seventy-two per cent of new absentees under group income protection policies returned to work during 2024
Data compiled by GRID, the industry body for the group risk protection sector, indicated that, once again, employers continued…
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if…
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Tariffs and turmoil: What might the impacts be for VCT and EIS investment?
Paul Wilson, Director and Managing Partner at Clifton Media Lab, the organisation behind GBI Magazine, reflects on the…
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Unemployment rises as labour market shows signs of strain
News has been released today to show that UK unemployment has risen to 4.5% in the three months…
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Advisers to benefit from ZeroKey integration with Transact
ZeroKey, a web app dedicated to eliminating manual data entry for financial advisers, has successfully integrated with Transact’s new Account…
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Evelyn Partners launches Cash & Cautious Bond strategy into the financial adviser market
Evelyn Partners announces today the launch of its Cash & Cautious Bond strategy into the financial adviser market. …
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