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financial planning

Advisers concerned clients are being misled by AI - research

Your profession

Advisers concerned clients are being misled by AI - research

More than two thirds flag concerns about clients turning to AI for financial advice

clock 04 June 2026 • 1 min read
Quilter Cheviot launches financial support service for HNW divorcees

Companies

Quilter Cheviot launches financial support service for HNW divorcees

For clients with more than £1m of investable assets

clock 04 June 2026 • 3 min read
MKC Wealth adds £275m in AUA from six acquisitions in Q1

Companies

MKC Wealth adds £275m in AUA from six acquisitions in Q1

Four join MKC Wealth team

clock 03 June 2026 • 2 min read
UK adviser platform market reaches £862bn in AUA

Platforms

UK adviser platform market reaches £862bn in AUA

Currently 32 platforms from 27 providers operating in the UK adviser market

clock 03 June 2026 • 1 min read
Shackleton buys London advice firm

Companies

Shackleton buys London advice firm

Focus on creative and media professionals

clock 02 June 2026 • 2 min read
Student loans present 'almost impossible' financial planning question

Your profession

Student loans present 'almost impossible' financial planning question

To be a 'burden' for years to come, advisers say

clock 28 May 2026 • 5 min read
Succession Alliance to tackle 'completely unregulated' space this year

Regulation

Succession Alliance to tackle 'completely unregulated' space this year

Wants to create a ‘minimum set of standards’

clock 27 May 2026 • 4 min read
Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Companies

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Chester Rose in 'ongoing’ discussions with other firms

clock 26 May 2026 • 2 min read
AAB Wealth acquires two advice firms

Companies

AAB Wealth acquires two advice firms

Jane Smith Financial Planning and BpH Wealth to join

clock 21 May 2026 • 2 min read
How advisers can support clients through market volatility

Your profession

How advisers can support clients through market volatility

‘Losses simply hurt more than gains feel good’

clock 08 May 2026 • 3 min read
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