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    AI-generated client scrutiny is reshaping what expertise means

    28th August 2026

    Vanguard Altruist acquisition deal valued at roughly $4 billion raises questions for UK investors

    28th August 2026

    FCA young investor AI trust data reveals a regulatory blind spot

    28th August 2026

    FCA data exposes AI investment advice risks among young UK savers

    27th August 2026
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    Investment GuideInvestment Guide
    Finance

    AI-generated client scrutiny is reshaping what expertise means

    Aisha MahmoodBy Aisha Mahmood28th August 2026
    Finance

    FCA young investor AI trust data reveals a regulatory blind spot

    Aisha MahmoodBy Aisha Mahmood28th August 2026

    Why a sovereign bond diversification strategy is now essential for income portfolios

    By Aisha Mahmood27th August 2026

    Wesleyan Smoothed Fund Platform Marks Five Years in the IFA Market

    By Aisha Mahmood27th August 2026

    Aegon Mylo pension app consolidates £250m across 21,000 lost pots

    By Aisha Mahmood26th August 2026

    Protection demand heatwave data challenges industry’s core assumptions

    By Aisha Mahmood26th August 2026

    FCA data exposes AI investment advice risks among young UK savers

    By Aisha Mahmood27th August 2026

    When Client Adviser Handover Feelings Drive the Same Question Every Year

    By Aisha Mahmood26th August 2026

    Vanguard Altruist acquisition deal valued at roughly $4 billion raises questions for UK investors

    By Aisha Mahmood28th August 2026

    The Vanguard Altruist acquisition deal, in which the global index fund giant has entered into a definitive agreement to buy the US AI-focused…

    Chesnara HSBC Life acquisition drives 38% AuA surge to £21bn

    By Aisha Mahmood25th August 2026

    Chesnara’s HSBC Life acquisition, completed in January 2026, has reshaped the group’s balance sheet in ways that merit careful scrutiny from income-seeking investors…

    Financial Wellbeing Planning: Why Happiness Belongs in Your Client’s Portfolio

    By Aisha Mahmood25th August 2026

    Financial wellbeing planning, the discipline that places a client’s relationship with money at the centre of the advisory process, is gaining ground among…

    How the SJP Business Sale Purchase Scheme Works From the Inside

    By Aisha Mahmood25th August 2026

    The SJP Business Sale Purchase scheme has processed up to 300 transactions per year, with a combined annual value of around £200 million,…

    HMRC Tax Investigation Returns Rise 13% to £34.70 per £1 Spent

    By Aisha Mahmood24th August 2026

    HMRC tax investigation returns reached £34.70 for every £1 spent across its five key taxpayer directorates last year, according to multinational law firm…

    European Covered Bond Market Offers Yield Without Sacrificing Safety

    23rd August 2026

    FCA mini-bond investor warning sharpened by Woodville collapse

    23rd August 2026

    Trust Overtakes Fees When Choosing Wealth Managers, TransUnion Research Finds

    22nd August 2026

    Pension IHT bond demand rises as April 2027 deadline approaches

    22nd August 2026

    VCT Investment Limits Expanded: What the Budget Changes Mean for Portfolio Planning

    22nd August 2026

    Guides

    Finance

    End-of-Life Financial Planning Is No Longer a Conversation to Avoid

    By Aisha Mahmood24th August 2026

    End-of-life financial planning has, for many years, sat in an uncomfortable corner of the adviser-client…

    DeVere Group Reports Dubai Capturing Third of New Financial Talent Despite Regional Conflict

    By PublishingWizard30th April 2026

    CRAVELLE Launches CRAVE AI, a Premium AI Companion Platform Designed for Women’s Emotional Well-Being

    By Sam Allcock16th March 2026

    Ho! Ho! No! Christmas is cancelled for 21% of people because they cannot afford to celebrate due to the cost of living crisis and fears over the Budget, according to a new survey

    By Danielle17th November 2025

    Why we are tired of just giving to charity?

    By Danielle27th October 2025

    Net Worth

    Finance

    FCA Wealth Manager Warnings Lead a Week of Pension and Regulatory Shifts

    By Aisha Mahmood24th August 2026
    Finance

    UK Inflation Rises July 2026 to 3.1%, Squeezing Retirement Savers

    By Aisha Mahmood21st August 2026
    Finance

    State Pension Planning Questions Advisers Must Answer in 2026

    By Aisha Mahmood21st August 2026
    Finance

    Closing the Protection Gap: Pre-Sale Underwriting at the Front Door

    By Aisha Mahmood20th August 2026
    Finance

    Iress UK earnings rise 43% as Xplan wins five of eight largest wealth firms

    By Aisha Mahmood20th August 2026
    Finance

    Single Pensioner Poverty Rise Accelerates, LCP Research Warns

    By Aisha Mahmood19th August 2026
    Finance

    Mini Milestones Financial Advice: Why Life’s Quiet Transitions Matter to Advisers

    By Aisha Mahmood19th August 2026

    HMRC Tax Receipts 2026 Hit £322.7bn as IHT and CGT Reforms Tighten the Net

    By Aisha Mahmood23rd August 2026

    FCA Targeted Support PECR Conflict Threatens Pension Outreach

    By Aisha Mahmood21st August 2026

    FCA wealth manager AI risks laid bare as enforcement era begins

    By Aisha Mahmood20th August 2026

    Pension Inheritance Tax Reforms Risk Double Taxation for 50,000 Estates

    By Aisha Mahmood19th August 2026

    Aviva Operating Profit Surge of 24% Backed by £7.6bn Wealth Flows

    By Aisha Mahmood18th August 2026

    UK Advice Gap Demand Stays High as Millions Search Without Guidance

    By Aisha Mahmood18th August 2026
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