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News

Capital gains tax proves a growing concern for advisers

Tax planning

Capital gains tax proves a growing concern for advisers

More than 91% surveyed reported CGT is a greater concern compared to two years ago

clock 05 September 2024 • 3 min read
PFS CEO on a Formula racing-like representation problem

Your profession

PFS CEO on a Formula racing-like representation problem

Does financial planning need its own F1 Academy?

clock 05 September 2024 • 2 min read
Schroders lines up Richard Oldfield as next CEO - reports

Companies

Schroders lines up Richard Oldfield as next CEO - reports

CFO will succeed Peter Harrison

clock 05 September 2024 • 1 min read
Quilter snaps up fintech business

Technology

Quilter snaps up fintech business

Aims to better support clients who are starting to invest

clock 05 September 2024 • 2 min read
Investment platforms rejoice as Labour looks to scrap Great British ISA

ISAs

Investment platforms rejoice as Labour looks to scrap Great British ISA

Conservative plans for Great British ISA dubbed an 'ill-conceived idea'

clock 05 September 2024 • 2 min read
Sussex-based IFA enters administration

Your profession

Sussex-based IFA enters administration

Facet declared in default as Voscap are appointed as administrators

clock 04 September 2024 • 1 min read
'Clear' generational divide between older and younger advisers

Your profession

'Clear' generational divide between older and younger advisers

Particularly around technology and social media, Wealthtime finds

clock 04 September 2024 • 3 min read
M&G reports £375m profit amid wealth overhaul and platform exit

Your profession

M&G reports £375m profit amid wealth overhaul and platform exit

Firm to merge wealth and life operations

clock 04 September 2024 • 2 min read
Fraud and scam complaints hit 'highest ever' level, FOS finds

Your profession

Fraud and scam complaints hit 'highest ever' level, FOS finds

Ombudsman records 8,734 complaints about fraud and scams

clock 04 September 2024 • 2 min read
Latest from Investment IQ: US election year - Market trends to watch

Investment

Latest from Investment IQ: US election year - Market trends to watch

clock 04 September 2024 • 2 min read
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