Total revenue generated from financial advice firms in 2024 was £6bn, data from the Financial Conduct Authority (FCA) has ...
Chartered financial Planning firm The Penny Group has acquired a majority stake in financial advice firm Harridge Financial Services (Harridge).
In the Next Generation Advisers interview series, chief reporter Isabel Baxter introduces the next generation of advisers and ...
Global equity markets today display many hallmarks of a late cycle environment: steady but slowing growth, moderate ...
Slashed capital gains tax (CGT) thresholds have triggered a jump in the number of clients needing support with calculating ...
Quilter’s high-net-worth wealth management arm, Quilter Cheviot, has launched a personalised decumulation offering.
Lawyer James Osborne shares his legal insight on the topic is grandparents seeking access to grandchildren, an emotive topic ...
Following a year of record entries, congratulations to every firm that has made the competitive shortlist across our regional ...
The marked ageing trend in the average age of advisers’ client bases continues as the majority of advisers do not have a ...
The advice profession has a responsibility to make financial advice and guidance more accessible, a St James’s Place (SJP) report has highlighted.
In her latest article for Professional Adviser, Lisa Webster looks at the duties imposed on personal representatives post-April 2027 when IHT pension changes kick ...
Pension providers say they are already overhauling systems and operations ahead of the April 2027 inheritance tax (IHT) ...
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