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 ...

The introduction of pensions dashboards could result in more than £2bn of retirement savings being lost due to “poorly informed” transfers by 2030, according to research. Data from the provider of The ...

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, ...

Investment trust boards have been faced with a decision to either be barred from new investments if they do not publish costs in line with pre-Brexit regulations, or compromise on their Consumer Duty ...

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 ...