Tony Wilkson recommends taking a balanced approach to the use of AI in advice and outlines some practical ways to integrate the tech without losing client ...

This episode of Professional Adviser TV sees Octopus Money CEO Ruth Handcock and Chartered financial adviser Kristian Manton ...

HMRC expects to raise at least an additional £110m in inheritance tax (IHT) per year by reducing the IHT relief currently ...

Inheritance tax (IHT) receipts hit £8.2bn for April 2024 to March 2025, marking the fourth consecutive record year.

This episode of Professional Adviser TV sees Octopus Money CEO Ruth Handcock and Chartered financial adviser Kristian Manton join the team in the studio to talk about the advice gap.

A decade after stepping down as director, Peter Hargreaves, co-founder of Hargreaves Lansdown (HL), is set to rejoin the ...

Wealthy families that want to manage estate planning themselves risk falling into a tax nightmare as the “cost of getting it ...

UK investment platform AJ Bell has seen its platform business’ assets under administration (AUM) rise to record levels as ...

Targeted support is an exciting opportunity, but careful consumer protection must be put in place to ensure good outcomes, ...

MorganAsh has made upgrades and added new functionality to its customer vulnerability management platform, the MorganAsh ...

Rosemount Financial Solutions (IFA) (Rosemount) has promoted four employees following a “record” year for the network that saw revenues up 25% on 2023.

Removing gender from the diversity, equity and inclusion (DE&I) conversation will bring more males on board and boost ...