The number of ISA millionaires has soared to a record high of 5,070, the latest annual figures show.
UK financial advisers are prioritising diversification in client portfolios as they take on a more cautious outlook for markets, new research suggests.
Over nine in 10 (95%) consumers receiving ongoing financial advice say it helps them reach and stay on track with their goals, according to new research from wealth manager St James’s Place.
Two thirds (68%) of clients view advice as providing 'good' or 'excellent' value for money, a rise from 53% in 2022, according to a new report.
Surrey-based financial adviser Independently East Limited (FRN 488046) has been declared in default today by the Financial Services Compensation scheme.
Stuart Dodson has been appointed CEO of True Potential Wealth Management.
Revenues generated by retail investment intermediaries increased by 6% in 2024 to £5.7bn (2023: £5.3bn).
The number of adviser firms providing independent financial advice fell 5% (year-on-year) in 2024, according to data from the latest FCA Retail Intermediary Market Data report out this week.
Planned changes to the treatment of unused pensions exposed to inheritance tax for the first time could see many high net worth estates facing effective tax rates of up to 67%, according to a new report.
Former NatWest CEO Dame Alison Rose has joined global platform ‘engine’ provider FNZ as chair of FNZ UK and as an FNZ Group board member.