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News

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Client interactions ‘outdated’ due to inadequate technology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
Industry backs 'surprise' Pension Schemes Bill in King's Speech

Pensions

Industry backs 'surprise' Pension Schemes Bill in King's Speech

Pensions Bill inclusion was welcomed by industry commentators

clock 17 July 2024 • 6 min read
Pension Schemes Bill announced in the King's Speech

Your profession

Pension Schemes Bill announced in the King's Speech

New legislation announced after 2024 state opening of parliament

clock 17 July 2024 • 2 min read
Wren Sterling buys financial planning arm of insurance agency

Companies

Wren Sterling buys financial planning arm of insurance agency

Adding £200m in assets and 500 families to its client bank

clock 17 July 2024 • 1 min read
Vanguard unveils advisory centre to support investors

Your profession

Vanguard unveils advisory centre to support investors

The Advisory Research Centre will support investors across Europe

clock 17 July 2024 • 1 min read
UK inflation holds steady at 2% as stubborn services prices dash rate cut hopes

Your profession

UK inflation holds steady at 2% as stubborn services prices dash rate cut hopes

UK inflation remains at the BoE’s target level, ONS says

clock 17 July 2024 • 2 min read
Third Financial CEO: 'Advisers must add value above self-service'

Your profession

Third Financial CEO: 'Advisers must add value above self-service'

‘There is so much possibility for self-serve now’

clock 17 July 2024 • 3 min read
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