Fintech and data provider Defaqto has launched a single technology platform encompassing practice management, financial planning, product research/panels, and compliance.
A bid to include investment trusts in the Pension Schemes Bill has been met with resistance in the House of Lords debate on the Pension Schemes Bill.
The Financial Conduct Authority has called on insurers and advisers for views on how to help close the protection gap.
Capricorn Wealth Management Ltd, an appointed representative of Openwork, has been ordered to pay the network £230,000 in costs after failing to be granted an injunction.
HMRC has confirmed that the new ISA product being developed with the Government to replace the Lifetime ISA is intended to help first-time buyers only.
Wealth manager and Financial Planner Titan Wealth has acquired £600m AUA Plymouth-based Financial Planning firm Sound Financial Management Limited, for an undisclosed amount.
Net inflows for St James’s Place rose 42% year-on-year to 6.16bn in 2025 (2024: £4.33bn).
Average basic salaries, total earnings and bonuses continued to rise in 2025, the twelfth consecutive year of increases, according to a new report.
Wealth manager St James’s Place (SJP) has adjusted its portfolio positioning to maintain ‘resilience in a late-cycle market environment.
Goldman Sachs Alternatives is to invest in Chartered Financial Planning firm The Private Office, becoming a minority shareholder.