Most financial advice firm (78% or 4 in 5) have raised their minimum investable assets for clients over the past year, with the average minimum client assets threshold up to £168,000.
The adviser platform market is predicted to double in terms of assets under administration, reaching £1,464bn by 2030, according to a new report.
Financial Planners working for wealth and investment manager Rathbones have reported a surge in enquiries about the looming imposition of Inheritance Tax on unused pensions in 10 months' time.
NS&I, the government-owned savings provider, is to begin paying claims made by bereaved families of deceased clients with the bill expected to reach £367m.
The FCA has launched a new business 'Scale-up Unit' to help “fast‑growing and innovative” financial services businesses get more support from the regulator.
Lower costs for housing and household services spurred a substantial fall in the CPI 12 month inflation figure from 3.3% in March to 2.8% in April - although experts have warned the reprieve may only be temporary.
Standard Life has launched a new Sharia pension solution, the Standard Life Sharia Universal Strategic Lifestyle Profile, for members of its workplace pension schemes.
The FCA has issued a warning to Financial Planning firms to be wary of scam text messages which claim to have been sent from the regulator.
Platform and DFM provider Parmenion says group assets under management and administration jumped 25% to £16.4bn in 2025 as gross flows reached record highs of £3.3bn.
Today’s interim Pensions Commission report has been broadly welcomed by the industry, with some urging the Commission to take 'meaningful action' that leads to 'structural change'.
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