Perspective Financial Group (Perspective) has completed a further nine acquisition deals in the IFA space bringing its total ...

Don MacIntyre, the interim CEO at the Personal Finance Society (PFS), is to step down from his position, the professional body has confirmed.

It offers financial planning for both businesses and individuals, according to a Brooks Macdonald news update. "CST Wealth Management is well known to our Cardiff team for their excellent client ...

By and large, platforms and managed portfolio service (MPS) providers do want to raise standards, according to Morningstar Wealth managing director Mark Sanderson.

Chancellor Rachel Reeves delivered the Autumn Budget 2024 last week (October 30) with a clear focus on increasing tax revenue through adjustments in inheritance tax (IHT), capital gains tax (CGT), and ...

The Financial Conduct Authority has issued a warning notice to Crispin Odey, proposing to take regulatory action against the ...

The Budget announcement that inheritance tax (IHT) will apply on pensions from 2027 could make annuities more popular, a ...

Wealth manager Mattioli Woods has acquired Cheshire-based Cullen Wealth, Companies House filings suggest. Companies House ...

We're on the brink of what amounts to a tech-driven revolution that's shaking up how we work, how we advise and how we connect. The good bit? It's all for the better. So, what's shaping the future of ...

The financial services industry is still plagued by a lack of diversity, particularly at senior levels. This needs to change. My journey has been one of perseverance, grounded in my belief that my ...

The Financial Conduct Authority (FCA) has issued a portfolio letter to CEOs of firms operating self-invested personal pension (SIPP) schemes, outlining heightened expectations and unveiling increased ...

Business owners had their hopes dashed of an easy ride in today's Autumn Budget after a triple whammy of tax hikes targeting ...