While it is represented by the UK Platform Group (UKPG), the Association of British Insurers and The Investing and Saving ...

Good morning and welcome to your Morning Briefing for Tuesday 5 November 2024. To get this in your inbox every morning click here. New research from data company Pureprofile suggests that wealth ...

Brooks Macdonald has acquired CST Wealth Management, a chartered financial planning company in Wales. CST manages around £170m in assets for about 500 clients, offering financial planning for both ...

New research suggests that wealth managers and advisers expect clients to significantly boost investments in frontier and emerging markets over the next 18 months.

IM has partnered with others in the wealth management industry to create the ‘UK Wealth Managers for Climate’ group to ...

Mattioli Woods Limited has acquired Stockport-based financial advisory and employee benefits business Cullen Wealth Limited ...

Quilter Cheviot has appointed Colin Rowe as head of advice. The business, which is the high-net-worth division of Quilter, ...

There was genuine fear over potential changes to pensions relief, capital gains tax and inheritance tax in the Budget. As it ...

CIExpert has urged advisers to recommend two single plans for couples, instead of the industry-wide practice of joint policies. The protection specialist made the call today (4 November) as it ...

National advice firm Foster Denovo has appointed Paul O’Leary to the newly created role of chief finance officer (CFO). O’Leary will be tasked with leading the next stage of the company’s growth ...

As the Platforms Association gets into gear, is this new trade body truly necessary? And will it succeed where others have ...

It’s impossible to count the number of headlines written over the last few months declaring the 25% tax-free pension lump sum ...