News

IFA Prosperity partners with SEI for MPS range

DFM & Model Portfolios

IFA Prosperity partners with SEI for MPS range

To manage its ‘Pegasus’ MPS range

clock 18 June 2025 • 1 min read
Women taking more control of finances but lack trust in advisers

Your profession

Women taking more control of finances but lack trust in advisers

More than half of women controlling household finances

clock 18 June 2025 • 1 min read
Mis-selling and suitability account for 61% of adviser complaints

Your profession

Mis-selling and suitability account for 61% of adviser complaints

Oxford Risk calls for more tech-driven personalisation amid rising FOS concerns

clock 18 June 2025 • 1 min read
Half of advice firms reviewing client bases ahead of FCA boundary shake-up

Your profession

Half of advice firms reviewing client bases ahead of FCA boundary shake-up

Dynamic Planner research reveals split views on simplified advice vs targeted support

clock 18 June 2025 • 2 min read
UK inflation dips to 3.4% in May but upside pressures persist

Economics / Markets

UK inflation dips to 3.4% in May but upside pressures persist

Services CPI still high

clock 18 June 2025 • 2 min read
Average pension transfer took just 11 days at tax year-end

Pensions

Average pension transfer took just 11 days at tax year-end

Origo says transfer times decreased around tax year-end with half taking seven days or less

clock 17 June 2025 • 2 min read
Reeves eyes IHT U-turn as non-doms 'plan to leave'

Your profession

Reeves eyes IHT U-turn as non-doms 'plan to leave'

‘Exodus’ fears continue to grow

clock 17 June 2025 • 1 min read
PE backer sells Shackleton to Lee Equity Partners

Companies

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

clock 17 June 2025 • 2 min read
'The alpha is in advice': Financial planning crucial as MPS industrialisation continues

DFM & Model Portfolios

'The alpha is in advice': Financial planning crucial as MPS industrialisation continues

‘The job of selecting a manager is very difficult’

clock 17 June 2025 • 2 min read
'Really low' pricing of MPS solutions is 'neither profitable nor sustainable'

DFM & Model Portfolios

'Really low' pricing of MPS solutions is 'neither profitable nor sustainable'

Industry seeing most providers charging 10bps, Evelyn Partners says

clock 17 June 2025 • 2 min read