Browsing: Finance

Selling an advice firm is rarely the clean, single-event transaction that owners imagine when they first contemplate an exit. The…

Mortgage adviser competent status, the regulatory milestone at which a trainee is judged fit to give advice without supervision, is…

The number of pensioners paying higher rate tax in the UK has more than doubled in five years, reaching 1.092…

Marriage is one of the most consequential financial events in a client’s life, yet prenuptial agreement financial planning remains a…

The Aegon Mylo pension consolidation story dominated UK wealth management commentary this week, with the app surpassing £250m in consolidated…

BlackRock’s L&G stake doubled to above 10% on 26 August, the US asset manager disclosed, as a separate but connected…

AI-generated client scrutiny is becoming a familiar headache for professional advisers across the UK, and independent financial planner Dan Wiltshire…

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

New data from the Financial Conduct Authority has brought the FCA young investor AI trust question into sharp focus, finding…