News

A large majority of women working in personal finance say they feel supported and satisfied in their roles, according to ...
Zurich has launched a new version of its Risk Reality calculator, designed to help advisers have more personalised and ...
I’ll begin by making a perhaps surprising admission: yes. I think resistance to the Borg-like juggernaut that is the platform ...
Good morning and welcome to your Morning Briefing for Thursday 24 July 2025. To get this in your inbox every morning click ...
City Asset Management has appointed Third Financial, the technology-led wealth platform and software provider, as its new ...
One of my favourite Warren Buffett quotes is in his 1986 letter to shareholders, “We simply attempt to be greedy only when ...
AJ Bell enjoyed a record-breaking third quarter of the year, adding 27,000 customers to its dual platform business. The total ...
Financial advisers are increasingly seeing some clients struggling to afford their fees, new research suggests.
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund Despite geopolitical tensions and economic concerns, market ...
Many financial advisers start out with a clear purpose: to help people live better financial lives. But as the client list grows, you’re hiring, making strategic decisions, managing compliance and ...
More than three-quarters of financial advisers are looking to grow their assets under advice and expand their businesses organically, but nearly half believe this will require a more relaxed ...
Income protection provider Cirencester Friendly has appointed Andy Lucas as its new chair. Lucas has served on the Board since 2021, most recently as senior independent director.