Quilter has been dubbed the most recommended adviser platform in 2024 by Defaqto, followed closely by Aviva. There was a ...

Transact chief executive Jonathan Gunby has announced he will retire from the business in March 2025. Current chief ...

Incoming Republican majorities in Congress have promised various policy changes for the federal government. But first, they ...

Inheritance tax receipts for April to December 2024 are £6.3bn, which is £600m higher than the same period last year, ...

The Personal Finance Society (PFS) has today (22 January) published a new Good Practice Guide for advisers about economic ...

Perspective Financial Group made five more acquisitions in December 2024 and by doing so added £375m of assets under advice.

There are lots of people gravitating towards AI as the answer, and happy to charge a premium. There are some groundbreaking ...

Over two thirds (68%) of institutional investors cited difficulty measuring impact as the primary challenge to further ...

Good morning and welcome to your Morning Briefing for Wednesday 22 January 2025. To get this in your inbox every morning click here. New CEO for Transact Transact chief executive Jonathan Gunby has ...

New pensions minister Torsten Bell has confirmed that auto-enrolment thresholds will remain frozen for 2025/26. In a written statement published today (21 January), Bell said that the automatic ...

MainStreet Partners, a leading provider of ESG and sustainability data, has announced the winners of its 2025 ESG and ...

There has been surprisingly little fuss about the shock Budget announcement to remove inheritance tax (IHT) exemptions for ...