Client relationships end for a few common reasons. On the client side, these include relocating, no longer needing services ...

Morningstar Wealth has introduced a new consolidated reporting tool that simplifies processes, aimed at saving paraplanners ...

Good morning and welcome to your Morning Briefing for Thursday 21 November 2024. To get this in your inbox every morning ...

Defaqto has launched, an analysis and research tool for asset managers which gives distribution teams, product teams and ...

Professional services consultancy Barnett Waddingham (BW) has reported £160m in revenue for the financial year. The figure, a ...

The Treasury collected a total of £5bn in inheritance tax (IHT) receipts in the first seven months of the 2024/25 financial ...

What makes someone decide they need a financial adviser? As you might expect, answers are plentiful to this question. Each ...

Chartered Insurance Institute (CII) and Personal Finance Society (PFS) overshadows the space where promoting the profession ...

The FCA’s thematic review provides the opportunity to set out a framework for managing behavioural biases in a professional ...

Despite, the majority (87%) of UK wealth managers believing AI will be integral to the future of their profession, 55% of ...

Unum UK has launched a new digital portal for employers, with online claims tracking and rehabilitation referral capabilities ...

Under half (45%) of consumers believe investment performance is the most important factor for them when assessing overall ...