Why do advisers spend so much time on underwriting? Protection expert Paul Yates says while assessing risk is crucial, there ...

Shackleton has acquired Norfolk-based advice firm Harrold Financial Planning (HFP), expanding its presence to the East of England.

Nearly 20,000 financial promotions were withdrawn or amended in 2024 following intervention from the Financial Conduct ...

Advice needs to facilitate Gen Z client's preference for digital DIY but also to provide the human ‘safety net' alongside, ...

CEO and chief ombudsman Abby Thomas is stepping down. Thomas took on the role in October 2022. The FOS confirmed that interim ...

If the spread of investment outcomes is wide, so too is the sweep of the pendulum in investor sentiment. First, the pendulum ...

Artificial Intelligence (AI) creates enormous opportunities for financial advisers however detailed due diligence is ...

The Financial Conduct Authority (FCA) has built an updated firm checker, allowing consumers to check whether a financial ...

The Financial Conduct Authority (FCA) has reaffirmed its commitment to narrowing the financial advice gap, with head of ...

Women put their children first when thinking about wealth planning, in contrast to men who are more likely to prioritise ...

Wellington Management has expanded its UK and European market reach by merging four of its funds from Luxembourg structure ...

Brendan Llewellyn delves into a Davies Marsh report on the working lives of BDMs, a role that he describes as the lynchpin ...