The government’s version of the long-awaited pensions dashboard will launch before commercial iterations of the project, ...

Laura Suter looks at the potential benefits of helping clients switch from a Help to Buy to a Lifetime ISA in her latest ...

The majority (66%) of advisers have not taken on more clients than usual over the past year, according to a Professional ...

It is important for advisers to stay calm and not to let clients act too soon ahead of the Autumn Budget, industry ...

The Financial Conduct Authority (FCA) has launched an investigation into the activities of 20 social media influencers, or ...

Academy aims to "make an academy for all" and make the financial advice profession diverse, according to academy head Andy Payne.

Will the advice market ever place protection at the heart of their financial planning journey, or will it always be the poor relation to mortgages and pensions? Paul Yates explores the ...

Inheritance tax (IHT) receipts have hit £4.3bn in the six months from April to September 2024, according to figures published by HM Revenue and Customs (HMRC). This is £400m higher than the same ...

Firms must have a clear product governance process that all relevant staff are trained on, writes Tony Lewis. A high-level product governance policy can serve as a foundation, outlining how firms ...

Advisers are confident that they provide good value for money and high-quality client service but remain “frustrated” with regulatory intervention in their businesses, research has found.

Advisers are no longer seeing inflation as a major concern, as funds offering a level of inflation protection were the least researched, according to research from Square Mile.

Sustainability Disclosure Requirements (SDR) labels will increase trust in sustainability claims for the majority of ...