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Only 17% of financial advisers believe hiring younger colleagues would help them to attract new clients, research from Aegon ...

Family engagement plays a key role in retaining clients, according to research from Vanguard’s Advisory Research Centre (ARC) ...

Demand for estate planning is set to soar as clients seek more specialist support in response to the forthcoming inheritance ...

The Treasury is on track for another record-breaking year of revenues from inheritance tax (IHT) as receipts for April to ...

The EDM calls for an annual wealth tax of 2% on individual assets over £10m. It sets out that this "could raise" an estimated ...

Policy change is both a risk and an opportunity, writes Andrew Zanelli. Here he explains why IHT on pensions allows advisers ...

The Glasgow-based financial advice firm was declared in default yesterday (20 October). The FSCS confirmed that it has received two claims so far against PTC Financial Advice, relating to ...

True Potential has completed a refinancing of £225m of private notes on a leverage neutral basis and priced above par, while ...

Advisers continue to struggle under "the weight of regulatory demands", according to research from Unbiased Pro, with ...

Some 20 of the UK’s largest pension providers and insurers have partnered up to launch the ‘Sterling 20’ initiative tomorrow ...