Wealth manager Tavistock today reported an operational loss after a turbulent last six months, during which time the firm quarrelled with former investment partner Titan Wealth and sold its advice business.

Older people are less prepared for retirement shocks such as ill-health, relationship woes or urgent financial support needs from their wider family, according to new research.

Advised clients are moving their money away from cash and back towards equities as interest rates subside, according to a new survey of financial advisers.

Eight in 10 financial advisers (79%) are unhappy with the measured announced in the Budget, according to a survey.

Quilter Financial Planning has added five new Appointed Representative firms to its advice network.

Higher earners in Scotland will see a freeze on their income tax thresholds for the 2025/26 tax year at the same time as lower earners were given a 3.5% threshold increase in yesterday’s Scottish Budget.

Advised platform customers rose 8% for AJ Bell to pass 171,000 for the year ended 30 September (30 September 2023: 159,000).

The Consumer Duty Alliance, the not-for-profit industry group supporting advisers with their duty commitments, has launched a free diagnostic tool.

Leaders in the financial services market are failing to do enough to support LGBTQ+ employees, according to a new report.

Cash savers have missed out on £165bn of returns this year when comparing cash interest with the return on global equities, according to a new report.