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News

Identifying financial coercion is part of Consumer Duty – PIMFA

Your profession

Identifying financial coercion is part of Consumer Duty – PIMFA

‘If you’ve got concerns, you need to take some action’

clock 21 May 2026 • 2 min read
AAB Wealth acquires two advice firms

Companies

AAB Wealth acquires two advice firms

Jane Smith Financial Planning and BpH Wealth to join

clock 21 May 2026 • 2 min read
EQ Investors launches on Timeline platform

Platforms

EQ Investors launches on Timeline platform

Financial planners to have direct access to sustainable portfolios

clock 21 May 2026 • 1 min read
Warnings sounded as OpenAI launches US-based financial planning tool

Technology

Warnings sounded as OpenAI launches US-based financial planning tool

UK regulatory standards ‘remain strict’

clock 21 May 2026 • 2 min read
Fairstone converts four portfolios into funds as MPS momentum builds

DFM & Model Portfolios

Fairstone converts four portfolios into funds as MPS momentum builds

Move will cut client charges by up to 20%

clock 21 May 2026 • 2 min read
First Wealth to become directly authorised and makes key leadership hire

Companies

First Wealth to become directly authorised and makes key leadership hire

Appoints David Aaron as head of compliance

clock 21 May 2026 • 2 min read
AJ Bell net inflows hit record £4.2bn as revenue grows 19%

Companies

AJ Bell net inflows hit record £4.2bn as revenue grows 19%

Customers numbers up 12%

clock 21 May 2026 • 2 min read
MoneyHelper pension dashboard expected to launch in 2027/28

Pensions

MoneyHelper pension dashboard expected to launch in 2027/28

Maps CEO says ‘significant’ progress has been made since schemes began connecting to ecosystem

clock 21 May 2026 • 2 min read
Wes Streeting proposes 'wealth tax that works' CGT overhaul

Tax planning

Wes Streeting proposes 'wealth tax that works' CGT overhaul

Labour leadership hopeful outlines CGT reform plans

clock 21 May 2026 • 5 min read
FCA must still fix investing culture, says LSE CEO

Regulation

FCA must still fix investing culture, says LSE CEO

‘We’ve protected people from the downside but we haven’t exposed the upside’

clock 20 May 2026 • 1 min read
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