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News

FCA launches sustainability support group for advisers

Green

FCA launches sustainability support group for advisers

Daniel Godfrey named as chair and Julia Dreblow will be vice-chair

clock 16 January 2024 • 1 min read
More Brits now have a financial plan compared to 2019

Your profession

More Brits now have a financial plan compared to 2019

The increase is in reaction to the financial and health shocks of Covid-19

clock 16 January 2024 • 1 min read
Majority of advisers plan to up client AIM exposure in 2024

Tax planning

Majority of advisers plan to up client AIM exposure in 2024

Some 90% of advisers polled said clients’ AIM exposure would increase

clock 16 January 2024 • 1 min read
Dynamic Planner launches adviser single fund selector service

Your profession

Dynamic Planner launches adviser single fund selector service

The launch will assist advisers in single strategy fund selection

clock 16 January 2024 • 2 min read
M&A deals in wealth space record slide and halving of value in 2023

Your profession

M&A deals in wealth space record slide and halving of value in 2023

A total 107 deals were confirmed in 2023 down from 132 in 2022

clock 16 January 2024 • 1 min read
FCA bans adviser Paul Ulliott over handling stolen goods

Regulation

FCA bans adviser Paul Ulliott over handling stolen goods

Goods included silver tankards, swan candlesticks, and sterling silver salt

clock 16 January 2024 • 1 min read
Advisers split between capital accumulation and income funds

Your profession

Advisers split between capital accumulation and income funds

A major shift in adviser research into individual funds over Q4 2023

clock 16 January 2024 • 4 min read
L&G annuity sales hit all-time high of £1.4bn in 2023

Income

L&G annuity sales hit all-time high of £1.4bn in 2023

‘Turning point' for guaranteed retirement income

clock 15 January 2024 • 3 min read
Mattioli Woods selects T. Rowe Price to develop income model portfolio

Companies

Mattioli Woods selects T. Rowe Price to develop income model portfolio

Headed up by investment advisers Yoram Lustig and Michael Walsh

clock 15 January 2024 • 1 min read
Brits face soaring bills as IHT on gifts skyrockets 153%

Your profession

Brits face soaring bills as IHT on gifts skyrockets 153%

IHT on gifts reaches £256m in 2020/21, HMRC data reveals

clock 15 January 2024 • 2 min read
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