News

Advisers concerned Budget impact on clients will be negative

Your Business

Advisers concerned Budget impact on clients will be negative

Pensions and IHT expected to impact more than half of clients

clock 20 November 2024 • 2 min read
Investment performance 'far from most important thing' in advice

Your profession

Investment performance 'far from most important thing' in advice

Investment performance has an impact but not most critical factor in advice

clock 19 November 2024 • 1 min read
Wealth managers expect AI to increase revenues by 12% by 2028

Your profession

Wealth managers expect AI to increase revenues by 12% by 2028

PwC: AI to drive revenue growth in asset management

clock 19 November 2024 • 2 min read
FSCS to pay out £372m as it faces more highly complex advice claims

Companies

FSCS to pay out £372m as it faces more highly complex advice claims

Higher than the £363m anticipated

clock 19 November 2024 • 2 min read
IFAs and clients 'misaligned' on value of financial advice

Your profession

IFAs and clients 'misaligned' on value of financial advice

Adviser-client misalignment found when it comes to investment performance

clock 19 November 2024 • 2 min read
Farmers urged to mitigate against IHT changes as protests hit Westminster

Tax planning

Farmers urged to mitigate against IHT changes as protests hit Westminster

Budget scrapped valuable IHT reliefs for agriculture and business assets

clock 19 November 2024 • 5 min read
Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Companies

Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Assets under influence grew 26% year-on-year

clock 19 November 2024 • 2 min read
FCA's Nikhil Rathi registers interest for top civil service job - reports

Regulation

FCA's Nikhil Rathi registers interest for top civil service job - reports

FCA CEO term to end next year

clock 19 November 2024 • 1 min read
Advisers have opportunity to deepen private market engagement

Investment

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Investment

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

clock 18 November 2024 • 1 min read
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Canada Life to sell onshore bond business to insurance firm Chesnara

23 December 2024 • 1 min read
02

SIPP saga continues - FOS upholds four more complaints against Options Pensions

23 December 2024 • 4 min read
03

M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

23 December 2024 • 2 min read
04

Experienced financial planner launches own firm

20 December 2024 • 4 min read
05

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