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News

Estate planning is a 'huge' business opportunity for advisers

Your profession

Estate planning is a 'huge' business opportunity for advisers

‘Estate planning is immune and resilient to the economic environment'

clock 17 January 2024 • 1 min read
PFS chief executive: 'We need to support advisers more'

Your profession

PFS chief executive: 'We need to support advisers more'

Don MacIntyre says the professional body needs to work closer with advisers

clock 17 January 2024 • 2 min read
UK inflation unexpectedly rises to 4% in December

Economics / Markets

UK inflation unexpectedly rises to 4% in December

Questions raised over early Bank of England rate cuts

clock 17 January 2024 • 2 min read
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
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