Financial confidence and positivity towards the UK’s economic outlook currently exhibit “a worrying intergenerational divide” ...
Majority of individuals that receive professional financial advice across the nation have remained with the same adviser ...
The number of non-financial misconduct incidents in certain sectors within financial services soared between 2021 and 2023, ...
Advisers need to better identify and support vulnerable clients to address a financial gap in the UK, Financial Conduct ...
The Financial Conduct Authority’s (FCA) culture and non-financial misconduct survey has been welcomed by professional bodies as it “highlights an opportunity for the profession to make a difference”.
Titan Wealth has bought Channel Islands-based wealth manager Ravenscroft Investments which operates in both Guernsey and ...
The expected growth of model portfolio services (MPS) could cause a “crunch” for the platforms on which they run, according to Equisoft.
Budget unease could be driving or exacerbating client vulnerability, with financial advisers inundated with queries in the run up.
HM Revenue & Customs (HMRC) paid £44m in tax refunds on flexible pension withdrawals in the third quarter, latest figures ...
Swedish advice giant Söderberg & Partners (Söderberg) has backed four more British IFA firms as it continues its expansion ...
The latest FCA update on Consumer Duty price and value underlines a critical shift in how firms must approach consumer protection within financial services, writes Cat McInally ...
One respondent said they are planning to bring on another adviser. On a similar note, another pundit said they want to grow by taking on more Chartered advisers and "maintain quality of service/advice ...