Long read
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Nucleus enhances range of platform solutions with acquisition of Third Financial
Nucleus Financial Platforms has announced that it has acquired Third Financial, the investment platform and front-to-back wealth management software provider, serving discretionary…
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Families need help in rising to the ‘triple savings challenge’ finds latest Resolution Foundation research
Families across Britain face a ‘triple savings challenge’ of insufficient ‘rainy day’ savings of at least £1,000, an inability to cope financially…
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Soft landing and friendlier central bank stance bode well for credit markets – Janus Henderson Credit Risk Monitor
‘Soft landings’ are hard to achieve but evidence is building that the US Federal Reserve might be able to pull off this…
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Compliance expert states HSBC’s ‘reckless approach’ may have led to £57m fine
HSBC has been fined more than £57m by the Bank of England’s Prudential Regulation Authority (PRA) for failing to protect consumer deposits adequately.…
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Key Partnerships enhances later life lending support for mainstream mortgage advisers
Key Partnerships, the equity release referral service arm at Key Group is further strengthening its later life lending support for mainstream mortgage advisers with…
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Moneyfacts UK Mortgage Trends Treasury Report data reveals the average two-year fixed mortgage rate significantly fell month-on-month, by 0.37%, its biggest monthly fall since December 2022.
Mortgage market analysis Feb-22 Feb-23 Aug-23 Jan-24 Feb-24 Fixed and variable rate products Total product count – all LTVs 5,356 4,341…
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Fears of further regulation keeps advice firm owners awake at night – ‘volume and pace difficult to contend with’ – the lang cat research
· Fears of further regulation and workload cause sleepless nights for business owners · Over a third (38%) of advisers readjusted financial…
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Probate Services in desperate need of overhaul: an urgent call for improvement
With probate registry services under significant pressure and so many people experiencing delays at the moment, Gurpreet Jani, Senior Associate in Lewis…
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New data shows cash savings still king for Brits despite risk of losing out on investment gains
New nationally representative research from wealth manager Quilter, gathered by YouGov, reveals two thirds (66%) of Brits intend to use their spare…
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Adviser research shows economic environment leading to widespread change in retirement behaviours
Research by NextWealth for Aegon UK has shown widespread changes in consumer behaviour regarding retirement. Advisers were asked what changes they had seen…

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