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

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

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 ...

Markets are displaying many of the hallmarks of a late-cycle environment, a period characterised by positive risk asset ...

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 ...

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 ...

Chancellor Rachel Reeves has condemned the previous Tory government for “playing fast… ...

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

Good morning and welcome to your Morning Briefing for Monday 4 November 2024. To get this in your inbox every morning click here. Cover story: Trade Body 2.0 – Does the platform sector need a new ...

MainStreet Partners has appointed Sophie Meatyard as funds research director. Meatyard previously was at Abrdn where she was senior ESG investment analyst.

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