Advisers looking to sell their businesses must have a clear strategy in place before talking to potential buyers and put “culture before cash” to ensure the best outcome for themselves, their clients ...

WBR Group has bought NM Perris & Co, which trades as Brunel Trustees, for an undisclosed sum adding 200 small self-administered schemes (SSAS) and £300m in assets under administration.

The gender pensions gap will take at least 20 years to close unless decisive action is taken, Scottish Widows has warned.

Tatton Asset Management (Tatton AM) has launched a range of passive funds targeted at IFAs. The mandates have already ...

Investment trust boards have been faced with a decision to either be barred from new investments if they do not publish costs in line with pre-Brexit regulations, or compromise on their Consumer Duty ...

Firms looking to operate in the adviser as a platform space should not take the plunge for a few extra basis points (bps) and must carefully weigh the increased risks of operating as co-manufacturers, ...

PFS paraplanner of the year Scott Daniels says that while AI is undeniably powerful, it works best in collaboration with human paraplanners... I heard about an event recently where an artificial ...

Former Titan Wealth contractor-turned-employee Marian Okunola appeared in Uxbridge Magistrates' Court today (12 November), ...

Model portfolio service (MPS) and multi-asset fund comparison site Mabel Insights has added 7IM as its latest discretionary ...

Clients now want both real-time digital interfaces and the human touch from their financial adviser, leaving planners in a tough spot which technology will eventually solve, according to Monzo and ...

Campaign group the Transparency Taskforce has called on chancellor Rachel Reeves to address the “trust deficit” in the financial services sector.

The group's recent study with 46 general practitioner, specialist and hybrid advisers found 46% believe AI and its potential ...