Guardian has enhanced its online portal MyGuardian which ensures direct communication between the provider and its ...
Financial services firms want more guidance relating to artificial intelligence (AI) and not “necessarily more rules”. That ...
Clifton Wealth Partnership has expanded its Scottish presence after financial planning firms Cairn Independent and JRW joined ...
You would never invest without a plan. Yet many advisers market that way. You know plans are important. You wouldn’t let a ...
The Transparency Task Force has urged the Financial Conduct Authority to rethink proposed changes to client categorisation ...
Fintel has reported a “transformational” year as revenue rose 10% to £85.9m in 2025, supported by acquisitions and growing ...
Stock market crashes” was the most searched-for investment phrase among UK social media users during the first two weeks of ...
Changes to CGT relief on Employee Ownership Trusts (EOTs), alongside reforms to IHT have the potential to make them less ...
Good morning and welcome to your Morning Briefing for Tuesday 3 February 2026. To get this in your inbox every morning click here. FCA client ...
AJ Bell Investcentre has launched a discretionary loan trust aimed at advisers supporting clients with inheritance tax (IHT) and estate planning needs.
Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning, adding a further 6,000 clients and £3.6bn of assets ...
Chesnara has completed its £260m acquisition of HSBC Life (UK) Limited, marking the group’s largest transaction to date.