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

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.

If the Personal Finance Society (PFS) decided to cut ties with its parent organisation the Chartered Insurance Institute (CII) it would not be an easy break and members would suffer, the latter’s CEO ...

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, ...

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. Speaking at the Personal ...

Advisers are adopting centralised retirement propositions (CRP) following the Financial Conduct Authority’s (FCA) thematic review on retirement income advice, according to a recent study by Wealthtime ...

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 ...

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 ...

WBR Group has bought NM Perris & Co, which trades as Brunel Trustees, for an undisclosed sum adding 200 small self-administered schemes (SSAS) and £300m in assets under administration.