The use of Artificial Intelligence (AI) in the wealth management industry has obviously become a big topic over the last ...

A survey conducted by Boring Money with 645 of its readers the weekend after the 30 October Budget has showed an increased appetite for financial advice amongst consumers. It found 25% of respondents ...

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

Financial advisers and wealth managers expect clients to increase allocations to emerging and frontier markets over the next ...

The government’s move to hike capital gains tax (CGT) rates in last Wednesday’s Budget (30 October) may have been more effective had it waited to bring in changes from the next tax year rather than ...

Recently elected Conservative party leader Kemi Badenoch has begun to appoint her shadow cabinet, with former leadership rival Mel Stride awarded shadow chancellor of the exchequer.

Don MacIntyre, the interim CEO at the Personal Finance Society (PFS), is to step down from his position, the professional body has confirmed.

Perspective Financial Group (Perspective) has completed a further nine acquisition deals in the IFA space bringing its total ...

It offers financial planning for both businesses and individuals, according to a Brooks Macdonald news update. "CST Wealth Management is well known to our Cardiff team for their excellent client ...

The Financial Conduct Authority (FCA) has issued a portfolio letter to CEOs of firms operating self-invested personal pension (SIPP) schemes, outlining heightened expectations and unveiling increased ...

By and large, platforms and managed portfolio service (MPS) providers do want to raise standards, according to Morningstar Wealth managing director Mark Sanderson.

Chancellor Rachel Reeves delivered the Autumn Budget 2024 last week (October 30) with a clear focus on increasing tax revenue through adjustments in inheritance tax (IHT), capital gains tax (CGT), and ...