This episode of Professional Adviser TV sees Octopus Money CEO Ruth Handcock and Chartered financial adviser Kristian Manton ...

Tony Wilkson recommends taking a balanced approach to the use of AI in advice and outlines some practical ways to integrate the tech without losing client ...

Wealthy families that want to manage estate planning themselves risk falling into a tax nightmare as the “cost of getting it ...

This episode of Professional Adviser TV sees Octopus Money CEO Ruth Handcock and Chartered financial adviser Kristian Manton join the team in the studio to talk about the advice gap.

UK investment platform AJ Bell has seen its platform business’ assets under administration (AUM) rise to record levels as ...

Inheritance tax (IHT) receipts hit £8.2bn for April 2024 to March 2025, marking the fourth consecutive record year.

Removing gender from the diversity, equity and inclusion (DE&I) conversation will bring more males on board and boost ...

MorganAsh has made upgrades and added new functionality to its customer vulnerability management platform, the MorganAsh ...

HMRC expects to raise at least an additional £110m in inheritance tax (IHT) per year by reducing the IHT relief currently ...

The Financial Services Compensation Scheme (FSCS) has declared Mr G and Mrs P Speller, trading as Solutions Financial Services, in default.

St James’s Place (SJP) is making progress on its review of historic client servicing records and said its simplified charging structure should be in place this summer.

Rosemount Financial Solutions (IFA) (Rosemount) has promoted four employees following a “record” year for the network that saw revenues up 25% on 2023.