High returns low on client priority lists - adviser survey

The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.

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Inheritance taboo costs £80k in unnecessary tax

Families could be paying an avoidable tax bill of more than £80,000 because parents are too embarrassed to talk to their children about their financial future, according to new research.

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Broad welcome to FSCS funding shake-up

The financial services sector has welcomed a radical shake-up of the way the Financial Services Compensation Scheme (FSCS) is to be funded.

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Old Mutual Wealth recruits John Porteous to head new unit

Old Mutual Wealth, the business undergoing major changes ahead of a parent company split, has recruited a well known industry hand, Chartered Financial Planner John Porteous, for the newly-created role of retail customer solutions director.

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