Quilter

Advice CEOs say best use of technology still leaves room for advisers

Technology

Advice CEOs say best use of technology still leaves room for advisers

Chief executives share their views at Dynamic Planner’s annual conference

clock 08 February 2023 • 3 min read
Quilter Investors enjoys £85m inflow despite group's flow decline

Your profession

Quilter Investors enjoys £85m inflow despite group's flow decline

£99.6bn AUMA, a 3% increase from the previous quarter

clock 25 January 2023 • 1 min read
Rising IHT receipts on track for 'record-breaking' year

Tax Planning

Rising IHT receipts on track for 'record-breaking' year

Govt netted £5.3bn between April and December 2022

clock 24 January 2023 • 3 min read
Tax advice opportunities rise as 1.5 million face push to higher bands

Tax Planning

Tax advice opportunities rise as 1.5 million face push to higher bands

Freedom of information request looks at HMRC tax forecasts

clock 23 January 2023 • 2 min read
Dynamic Planner links with Quilter FP in long-term partnership

Technology

Dynamic Planner links with Quilter FP in long-term partnership

Dynamic Planner provided to advisers within Quilter group

clock 18 January 2023 • 1 min read
Financial scams continue to target the most vulnerable

Regulation

Financial scams continue to target the most vulnerable

Banking Protocol proving to be an effective deterrent

clock 04 January 2023 • 4 min read
Quilter commercial and propositions director David Tiller dies aged 56

People

Quilter commercial and propositions director David Tiller dies aged 56

Noteworthy career included 24 years with Standard Life Aberdeen

clock 03 January 2023 • 1 min read
Pricing, private equity and tech — where next for platforms in 2023?

Platforms

Pricing, private equity and tech — where next for platforms in 2023?

The industry speaks on expectations for the platforms space next year

clock 22 December 2022 • 8 min read
Rising care costs mean people could need £470,000 retirement pot

Retirement

Rising care costs mean people could need £470,000 retirement pot

PLSA’s Retirement Living Standards and average care cost

clock 16 December 2022 • 2 min read
Simplified advice regime will boost financial resilience

Regulation

Simplified advice regime will boost financial resilience

'What's been tabled will help to ease the nation's cash obsession'

clock 01 December 2022 • 3 min read