Are the terms restricted and independent due for a rethink? Roger Brosch says at best, they can be unhelpful and at worst, ...

Inheritance tax (IHT) receipts hit £1.5bn for April and May 2025, a £98m increase on the same period the prior year, ...

The industry is “still old fashioned and there is a lot more that we could be doing to engage with clients” on LGBTQ+ issues, ...

Joshua Croft looks at the updated PLSA retirement living standards, which he says give advisers a great opportunity to engage ...

Most (69%) of advisers are ready to break up with their client relationship management (CRM) systems, Twenty7tec research has found.

Network Openwork has bought one of its own member firms, Milecross Financial Solutions (Milecross). The network said it was ...

There will be no party per se, but it is still a milestone worth celebrating – even if the powers that be would have you ...

As financial advice firms grapple with tech overload and escalating client expectations, Otto founder Madeleine Debney ...

Mis-selling and suitability issues now account for more than three-fifths of all new complaints made against financial ...

Half of UK financial advice firms are actively reviewing their client bases in preparation for the Financial Conduct ...

Oliver Brown takes an in-depth look at AIM as the UK's junior market reaches a significant milestone... As the Alternative ...

The Bank of England (BoE) has kept interest rates steady at 4.25% in its fourth meeting of the year. In its meeting today (19 ...