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News

Client data security to become even more vital in advice industry

Your Business

Client data security to become even more vital in advice industry

New Digital Information and Smart Data Bill introduced in King’s Speech

clock 19 July 2024 • 2 min read
IHT take up again as firms chew over potential Labour reforms

Tax planning

IHT take up again as firms chew over potential Labour reforms

HMRC reveals inheritance tax receipts up £83m to £2.1bn

clock 19 July 2024 • 2 min read
High interest rates cause clients to refrain from investing

Economics / Markets

High interest rates cause clients to refrain from investing

Advisers want information on what the new govt means for markets

clock 19 July 2024 • 1 min read
Unbiased increases subscription fees due to rising costs

Platforms

Unbiased increases subscription fees due to rising costs

Platform has increased subscription fees by 7.5%

clock 18 July 2024 • 1 min read
Financial advisers rush to boost performance tracking

Your profession

Financial advisers rush to boost performance tracking

More than eight in ten advisers plan to increase investments in new tools

clock 18 July 2024 • 2 min read
Assets up at Continuum as adviser numbers continue to grow

Companies

Assets up at Continuum as adviser numbers continue to grow

Assets under influence grew 23% year-on-year to £2.23bn

clock 18 July 2024 • 1 min read
AJ Bell's platform AUA reaches £83.7bn as customer numbers rise

Wrap/platforms

AJ Bell's platform AUA reaches £83.7bn as customer numbers rise

Number of platform customers and advised customers rise for AJ Bell

clock 18 July 2024 • 1 min read
Labour's private school fee VAT plans confirmed in King's Speech

Tax planning

Labour's private school fee VAT plans confirmed in King's Speech

Advisers have cautioned that a flurry of parents may return to state system

clock 18 July 2024 • 2 min read
'It's time to redefine communications in financial advice'

Your profession

'It's time to redefine communications in financial advice'

Client interactions ‘outdated’ due to inadequate technology

clock 17 July 2024 • 3 min read
Consumer Duty has not pushed advisers away from model portfolios

Managed solutions

Consumer Duty has not pushed advisers away from model portfolios

‘I was using MPS before Consumer Duty was introduced’

clock 17 July 2024 • 1 min read
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