One in five Paraplanners (22%) are using AI for either specific tasks or as part of their core processes in response to a growing workload.
Wealth net flows at Aviva rose 8% to £8.3bn for the nine months ended 30 September (9M24: £7.7bn).
Troubled wealth manager WH Ireland has entered talks for an all-share merger with fellow wealth manager Team.
The Personal Finance Society's annual National Conference - the biggest annual gathering of Financial Planners in the UK - gets under way today at London's Excel centre in Dockland.
The head of a criminal gang and her accomplice have been jailed for playing key roles in laundering money from a high value investment fraud committed in China.
FSCS chief executive Martyn Beauchamp has forecast that the Financial Services Compensation Scheme levy, paid by regulated firms, will fall in the FSCS 2026/27 funding year.
The Treasury has reportedly rejected moves to reduce or axe the pensions tax free lump sum, according to a report in the Daily Telegraph.
Britain’s most switched-on Financial Planners are now reaching millions of viewers on YouTube, a study by Financial Planning Today magazine has found.
Financial Planning network Rosemount Financial Solutions (IFA) says it has added 16 new advisers between July and September.
The best way of protecting people with shorter life expectancies is to give them a minimum guaranteed payout on their State Pension, says pensions consultancy LCP.