Wealth manager St James’s Place (SJP) has adjusted its portfolio positioning to maintain ‘resilience in a late-cycle market environment.

Goldman Sachs Alternatives is to invest in Chartered Financial Planning firm The Private Office, becoming a minority shareholder.

A House of Lords committee report has warned that bringing pensions into the scope of inheritance tax (IHT) will cause ‘significant delays and costs’ under the currently proposed rules.

Life, pensions and investments provider Royal London has launched an inheritance tax hub for financial advisers.

Total annual lending in the equity release market grew by 11% to £2.57bn in 2025 (224: £2.3bn), according to the latest figures from the Equity Release Council (ERC).

Fintech Plannerpal has launched a new AI tool which standardises meeting preparation by compiling key information ahead of reviews.

This week mark’s the CISI’s annual Financial Planning Week to promote the benefits of professional Financial Planning to the nation.

Hargreaves Lansdown has reduced its fees for the first time in a decade, in a move which is claims will see half of its clients pay less.

Ten of the twenty most viewed investment trusts on the Association of Investment Companies (AIC) website in 2025 were from the equity income sectors.

The value of defined benefit pension scheme transfers remained consistent in the final quarter of 2025, according to the latest XPS transfer watch report.