Advisers are increasingly concentrating client assets on fewer platforms, even as total assets under administration (AUA) ...

The UK arm reported workplace net flows of £2.1bn in the six months to 30 June, up 24% from £1.7bn in the same period last year. Net flows on its adviser platform improved by 18% year on year, though ...

Good morning and welcome to your Morning Briefing for Thursday 21 August 2025. To get this in your inbox every morning click here. Inheritance tax ...

The FCA is set to extend rules that define serious bullying and harassment as a conduct rules breach to advice firms from next year, and some advisers have warned that many small firms are not ...

Inheritance tax (IHT) receipts rose to £3.1bn between April and July 2025, £229m higher than the same period last year, according to the latest HMRC data.The increase of 8% puts the Treasury on course ...

Having listened to several podcasts recently on the use of artificial intelligence (AI) in financial services, it is clear ...

Aviva has partnered with Tesco Insurance & Money Services to launch a new life insurance proposition for Tesco customers.The ...

It was with great disappointment that I read the news about the recent demise of Money Marketing’s print magazine. I first discovered the trade press in the early 2000s, and reading trade magazines ...

One thing’s for sure, advisers can’t be accused of sitting on the fence when it comes to their views on smoothed funds.

FundCalibre has added seven funds to its elite ratings, following its summer investment committee review. Four funds have gained an elite rating, while FundCalibre has added seven funds to its elite ...

Aberdeen has agreed to sell its financial planning arm, Aberdeen Financial Planning, to national advice firm Ascot Lloyd. The ...

Good morning and welcome to your Morning Briefing for Wednesday 20 August 2025. To get this in your inbox every morning click ...