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News

Clients regret not working with an adviser sooner

Your profession

Clients regret not working with an adviser sooner

Around 46% started using an adviser when they were 40 or older

clock 30 April 2024 • 2 min read
LGIM partners with advice firm for tailored model portfolios

DFM & Model Portfolios

LGIM partners with advice firm for tailored model portfolios

LGIM will provide five tailored model portfolios for AIM’s clients

clock 30 April 2024 • 2 min read
St James's Place client funds reach £179bn due to investment returns

Your profession

St James's Place client funds reach £179bn due to investment returns

Client funds reach record £179bn in first quarter of the year

clock 30 April 2024 • 1 min read
April 2024: Month in review with senior reporter Isabel Baxter

Your profession

April 2024: Month in review with senior reporter Isabel Baxter

Take a look at some of the news and feature highlights of the last month

clock 30 April 2024 • 4 min read
Foresight Wealth buys Burnley-based IFA, adding £120m in assets

Your profession

Foresight Wealth buys Burnley-based IFA, adding £120m in assets

The purchase includes taking over Cassons’ existing Burnley offices

clock 30 April 2024 • 1 min read
ESG interest among clients remains stagnant compared to last year

Green

ESG interest among clients remains stagnant compared to last year

‘Most clients don't really care’; ‘Clients have never asked about ESG’

clock 29 April 2024 • 1 min read
Trade bodies call for chancellor to stop FCA public enforcement

Regulation

Trade bodies call for chancellor to stop FCA public enforcement

‘Proposals to publicise investigations are a worrying development’

clock 29 April 2024 • 2 min read
Retirees shun financial advice and take DIY approach to finances

Your profession

Retirees shun financial advice and take DIY approach to finances

Four in five of over 55s who have retired, did so without financial advice

clock 29 April 2024 • 1 min read
Advisers concerned for millennials when it comes to retirement

Retirement income

Advisers concerned for millennials when it comes to retirement

‘Have difficulty buying a home and will have a lower overall asset base’

clock 29 April 2024 • 2 min read
Plugging the support gap in retirement 'not FCA's role'

Your profession

Plugging the support gap in retirement 'not FCA's role'

Majority of professionals say FCA should not have to plug support gap

clock 29 April 2024 • 1 min read
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