Wealth manager Canaccord Wealth has agreed to acquire the UK advice arm of Switzerland's EFG Private Bank in a deal expected to close before the end of the year.
CPI inflation jumped to 2.9% in July from 2.6% in June in what’s been seen as a blow to the government.
Just 28% of Financial Planners work mostly full-time from the office, according to our recently-published 2026 annual survey of Financial Planning Today readers.
The FCA today published a comprehensive report on the health of the UK wealth management sector based on a major survey of 400 UK wealth management firms.
The 10 largest wealth management firms accounted for 89% of all UK wealth management clients in 2024/25, according to figures published by the FCA today.
The State Pension is likely to rise by just over £500 next April, with the increase set to be based on next month’s average earnings figure.
Australian-owned adviser fintech Iress said earnings at its UK business grew 43% to £4.6m in the first half of the year, climbing from £3.5m in the same period in 2025.
Financial Planners are moving upmarket and focusing on better off and HNW clients, according to our recently published 2026 annual survey of Financial Planning Today readers.
Women lag behind men in workplace pension saving despite some progress in narrowing the gender pension contribution gap, according to the latest DWP annual research on trends in workplace pension participation.
Wealth manager Titan Wealth has acquired LTS Tax Limited, a tax advisory firm in the Channel Islands, for an undisclosed sum subject to regulatory approval.