Almost a third (30%) of financial advisers expect the age at which clients first engage with a Financial Planning professional to decrease over the next five years, according to new research.

Wealth Manager Charles Stanley has removed VAT from its Managed Portfolio Service (MPS) across its Dynamic Passive, Blended and Multi-manager models.

Less than half of UK advisers (43%) said they are confident about their business’ prospects over the next twelve months, according to a new white paper.

One in four (25%) of UK adults plan to give their assets away while they are still alive, according to a new survey.