Saba’s Weinstein should stand up to his own microphone – investors don’t want a 'best of’ investment trust cover version, ...
The acquisition process can prove a troubling event for staff and owners, experts told PA, but there are ways that buyers and ...
National financial planning and investment group Verso Group has expanded its presence in the South East with the acquisition ...
Why do advisers spend so much time on underwriting? Protection expert Paul Yates says while assessing risk is crucial, there ...
Shackleton has acquired Norfolk-based advice firm Harrold Financial Planning (HFP), expanding its presence to the East of England.
Nearly 20,000 financial promotions were withdrawn or amended in 2024 following intervention from the Financial Conduct ...
Advice needs to facilitate Gen Z client's preference for digital DIY but also to provide the human ‘safety net' alongside, ...
The financial advice profession has moved from a sales-driven industry to one that prioritises client experience, inclusivity, and financial education, conference delegates have heard.
The Financial Ombudsman Service (FOS) will be making a proposal to charge professional representatives £250 to refer a case to its service from 1 April 2025.
Artificial Intelligence (AI) creates enormous opportunities for financial advisers however detailed due diligence is ...
CEO and chief ombudsman Abby Thomas is stepping down. Thomas took on the role in October 2022. The FOS confirmed that interim ...
The Financial Conduct Authority (FCA) has reaffirmed its commitment to narrowing the financial advice gap, with head of ...