Thanks to generational shifts, cultural change and macro-level global trends, the demands of wealth holders are changing. The ...
Quilter Cheviot has launched an investment proposal tool with the aim to support advisers with the implementation of its ...
Annuity sales at Legal & General Retail (L&G) hit an all-time high of £2bn so far this year following a further resurgence in ...
In this series, Professional Adviser speaks with graduates of The Verve Foundation’s Adviser Incubator education programme.
Industry professionals have expressed dissatisfaction with chancellor Rachel Reeves’ Mansion House speech last month, with ...
For retirees who want income without the long-term commitment of a lifetime annuity, fixed-term options can be a smart ...
Assets in discretionary model portfolio services (MPS) grew by more than a third (36%) in the 12 months to 30 September 2024, ...
Multiply is looking to “transform” retirement planning for financial advisers and their clients by partnering with Scottish Widows.
An adviser has flagged that they have been waiting 14 months so far for a response from the Financial Ombudsman Service (FOS).
Tavistock has received the full amount of initial cash consideration for its advice business sale to Saltus. The firm announced the sale of its advice businesses Tavistock Partners and Tavistock ...
St James’s Place (SJP) is set to make around 500 job cuts in February next year as part of its cost reduction plan.
Swedish wealth manager Söderberg & Partners has invested in three more IFA businesses across the UK. Söderberg & Partners now has an interest in more than 20 UK adviser businesses. It launched in the ...