Wealth manager Utmost Wealth Solutions has reported net inflows of £2bn for the first half of 2025, bringing a two-year streak of negative flows to an end.
Read more ...New CEO for Openwork Partnership
- Wednesday, 13 August 2025
- Articles

Rob Barker has been appointed CEO of The Openwork Partnership, one of the UK’s biggest advice networks with 4,800 advisers, from September.
Read more ...Investor confidence falters as sentiment sours
- Wednesday, 13 August 2025
- Articles

Confidence among investors fell across all regions in August with the UK and Europe worst hit, according to the Hargreaves Lansdown Investor Confidence Index.
Read more ...78% of over-40s have no power of attorney set up
- Wednesday, 13 August 2025
- Articles

Almost four-fifths, 78%, of over 40s haven’t arranged a power of attorney with one in 10 assuming their partner of spouse will be given power of attorney automatically.
Read more ...Planners with £1m+ client portfolios up 75%
- Wednesday, 13 August 2025
- Articles

The number of Financial Planners saying they serve clients with portfolios of more than £1m rose by 75% in the last year, according to Financial Planning Today's annual survey of the profession.
Read more ...5 firms declared in default by FSCS
- Tuesday, 12 August 2025
- Articles

The Financial Services Compensation Scheme (FSCS), the industry-funded consumer compensation body, declared five regulated firms in default in June and July, it reported today.
Read more ...IHT on unused pensions pre-55 ‘unbelievably unfair’
- Tuesday, 12 August 2025
- Articles

Plans to make the unused pension pots of people who die before the minimum pension age subject to inheritance tax, have been termed ‘unfair’ by SSAS provider the WBR Group.
Read more ...40% of IFAs expect FCA review to boost demand
- Tuesday, 12 August 2025
- Articles

Two in five, 40%, IFAs expect the FCA’s advice guidance boundary review to boost demand for their services.
Read more ...Fifth director resigns from PFS board this year
- Tuesday, 12 August 2025
- Articles

Trevor Edwards, the CII’s group finance director, has left the board of the Personal Finance Society after less than a year in the role.
Read more ...New IFA consolidator Absolute acquires £1.1bn AUA firm
- Tuesday, 12 August 2025
- Articles

A new IFA consolidator, which aims to be one of the UK’s leading Financial Planning businesses, has launched today with its first acquisition, a £1.1bn AUA firm.
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