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

Over two thirds (69%) of UK independent financial advisers believe clients will hold investments longer now to defer paying higher capital gains tax (CGT).

Personal Finance Society (PFS) members have been urged to vote in next week's annual general meeting, which will take place in Manchester and online on Monday 11 November. The deadline for registering ...

The Personal Finance Society has announced that its interim chief executive Don MacIntyre has stepped down from his role. The news comes as the PFS prepares for its annual general meeting, which will ...

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 ...

Good morning and welcome to your Morning Briefing for Tuesday 5 November 2024. To get this in your inbox every morning click here. Advisers expect clients to increase investments in emerging markets, ...

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

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 ...

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 ...

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

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