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

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

The annual rate of UK inflation held steady in August, as the Bank of England weighs its options ahead of the next Monetary ...

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

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

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, ...

IM and Brooks Macdonald (BM) have partnered to offer BM’s managed portfolio service (MPS) ranges through the 7IM retirement ...

Chancellor Rachel Reeves has been cautioned that the UK’s current fiscal path is veering down a concerning path, and she ...

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

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