One third of financial advice professionals are using artificial intelligence (AI) in their business, up 28% year on year, ...

Staffordshire-based firm Pro-Synergy Wealth & Tax Management, trading as Sedulo Wealth Management, has been declared in ...

Inheritance tax (IHT) take has climbed again, but industry watchers have cautioned that this is not enough to fill a public ...

CEO Nikhil Rathi has called for a tackling of “root causes” of financial exclusion and a need for experimentation.

Members of the investment trust community celebrated a significant win yesterday (19 September) in their battle to overturn ...

Lifetime ISA (LISA) withdrawal charges increased to £75.2m in the 2023/24 financial year, up from £54.3m the year before, ...

Two key themes for future tech adoption were servicing clients with smaller portfolio values and business efficiency and ...

Tavistock has issued an update calling Titan Wealth’s High Court claim against it ‘vexatious and retaliatory’.

Close Brothers Group has agreed to sell its wealth management business, Close Brothers Asset Management (CBAM), to funds ...

IFA network New Leaf Distribution has partnered with advice and investment platform JustFA to allow its firms and advisers to ...

The UK government and the Financial Conduct Authority )FCA) have temporarily exempted investment trusts from complying with ...

The discretionary fund management (DFM) community has not noticeably changed fees as much as the advice community, Sparrows ...