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News

Finding cover for clients with health conditions poses challenge for advisers

Protection

Finding cover for clients with health conditions poses challenge for advisers

The Exeter research findings

clock 12 May 2025 • 1 min read
Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Your profession

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Prosecution ready to proceed but court agrees to delay trial until late August

clock 09 May 2025 • 2 min read
High-equity exposure MPS performance falls in Q1 as market volatility bites

DFM & Model Portfolios

High-equity exposure MPS performance falls in Q1 as market volatility bites

ARC benchmark MPS Index goes live

clock 09 May 2025 • 2 min read
The 'quick way' to lose your clients' trust

Your profession

The 'quick way' to lose your clients' trust

Clients are disengaging rather than firing their advisers, conference hears

clock 09 May 2025 • 2 min read
Women in Financial Advice Awards 2025: Nominations close today!

Your profession

Women in Financial Advice Awards 2025: Nominations close today!

Awards to be held on 12 November in London

clock 09 May 2025 • 1 min read
Younger clients demand sustainability 'impact not labels'

Your profession

Younger clients demand sustainability 'impact not labels'

Investment industry criticised on ‘terrible job’ of appealing to fresh audiences

clock 08 May 2025 • 2 min read
Bank of England cuts interest rates to 4.25%

Your profession

Bank of England cuts interest rates to 4.25%

NICs rise and Trump-imposed tariffs

clock 08 May 2025 • 1 min read
Evelyn Partners reports 'elevated' outflows as volatility hits clients

Companies

Evelyn Partners reports 'elevated' outflows as volatility hits clients

Net flows remain positive at £345m

clock 08 May 2025 • 2 min read
Rathbones FUMA falls 4.7% as Investec Wealth merger approaches completion

Your profession

Rathbones FUMA falls 4.7% as Investec Wealth merger approaches completion

‘Reflected market volatility’

clock 08 May 2025 • 1 min read
Scottish Widows platform adds psychometric testing tool

Your profession

Scottish Widows platform adds psychometric testing tool

To help advisers better understand clients’ ‘financial personality’

clock 08 May 2025 • 2 min read
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