Professional Adviser looked at prices for financial advice and planning exams offered through the Chartered Institute for ...

Firms that embrace technology to enhance the advice process for clients will be the ones to succeed as artificial intelligence (AI) use continues to grow, delegates heard.

Laith Khalaf looks back on the seemingly endless run-up to the Budget which he says was actually worse than the speech ...

Taboos around vulnerability deter more than half of clients from discussing additional support needs with their financial adviser, St James’s Place (SJP) has found.

Chancellor Rachel Reeves will announce plans to create pension “megafunds” through a series of reforms to defined contribution (DC) schemes and the Local Government Pension Scheme (LGPS) as part of ...

Reforms to the inheritance tax (IHT) regime will double the proportion of deaths subject to an IHT charge creating a ‘surge in demand’ for advisers to help clients manage their estates, according to ...

The low confidence that people have in their ability to manage their finances, and the potential regulatory landscape gives the financial advice industry an opportunity to demonstrate its value, ...

Financial Conduct Authority (FCA) chair Ashley Alder said the regulator could have done more to keep businesses informed about the publication of an update to its 'name and shame' proposals, which is ...

Tatton Asset Management (Tatton AM) has launched a range of passive funds targeted at IFAs. The mandates have already ...

The gender pensions gap will take at least 20 years to close unless decisive action is taken, Scottish Widows has warned.

Investment trust boards have been faced with a decision to either be barred from new investments if they do not publish costs in line with pre-Brexit regulations, or compromise on their Consumer Duty ...

Advisers looking to sell their businesses must have a clear strategy in place before talking to potential buyers and put “culture before cash” to ensure the best outcome for themselves, their clients ...