Advisers wanting to set up and grow their own practices must first understand the culture and values they want to embody - ...

In this second part of the marketing jargon buster we take a look at marketing terms commonly used when describing an advice ...

The majority of people that receive professional financial advice have remained with the same adviser throughout, research ...

Buying the Association of Professional Financial Advisers was "stupid" as it was 'completely defunct', a senior spokesperson ...

Jupiter has decided to retain the management of the Jupiter Global Value Equity fund, following initial discussions around ...

British businesses can demonstrate higher levels of financial literacy than their European counterparts. A survey by fintech ...

M&G Wealth will shortly increase the proportion of the income it keeps from advisers coming through its academy, and who get ...

The technical information service for life insurance advisers, Guru, will hold bi-monthly virtual forums for Consumer Duty ...

We all know that not enough consumers are seeking financial advice. Just 9 per cent have paid for advice in the past two years, according to the Lang Cat’s Advice Gap 2024 report, down from 11 per ...

Evelyn Partners’s assets under management and advice increased to a record high of £62.7bn in the third quarter of the year, ...

The number of complaints received by the Financial Ombudsman Service in the first half of 2024 rose by more than 40 per cent. Data from the Ombudsman revealed it received a total of 133,019 complaints ...

Titan Wealth has entered into an agreement to purchase Ravenscroft Investments Limited, a wealth management service business operating in both Guernsey and Jersey.