Two entrepreneurs have launched a wealth manager called Rosecut which will use artificial intelligence and human advice to target a £3.2 trillion ‘under-serviced’ segment of middle-market investors.

Wealth manager and Financial Planner Clifton Asset Management has launched Eden Park Investment Management to provide Discretionary Fund Management to advisers.

Adviser trade association PIMFA has signed a partnership deal to offer cash savings platform Insignis to members.

The Personal Finance Society has challenged the FCA’s recent DB transfer data and has welcomed what it calls the regulator’s acknowledgement of the limitations of the data.

More than four in five investors (84%) under-estimate the cost of investing and 13% are completely in the dark about the fees they pay, according to a new study by a Financial Planning-based wealth adviser.

Guardian, the protection insurance challenger focused on financial advisers, has made 12 staff redundant and a “small number” of other redundancies are being considered.

Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.

The Association of British Insurers has named Allianz Insurance chief executive Jon Dye as its new chair following the sudden resignation of Amanda Blanc last week.

The Chartered Insurance Institute to run a series of diversity and inclusion events with local institutes to celebrate and explain the benefits of diversity and inclusion for the profession during the ‘DiveIn’ festival in September.

Dealing with MiFID II continues to be a major challenge for financial advisers, according to polls among more than 1,000 delegates who attended recent industry tech conferences.