Platform group Nucleus has launched a new CPD learning zone, which it has made available to Financial Planners and paraplanners who support its propositions - Nucleus Wrap, James Hay, Third Financial, Curtis Banks and Talbot and Muir. 

Fidelity International has turned to AI to launch what it calls a “conversational interface” which is says is designed to enhance the experience of customers on its personal investing platform.

The proportion of savers accessing a pension for the first time using regulated advice has fallen to less than a third according to the latest FCA figures.

Investment platform provider Hargreaves Lansdown will offer its own-branded savings deposit account for the first time through a partnership with Shawbrook Bank.

Former HSBC banker John Goddard has been appointed chief executive at wealth manager Quilter's high net worth division Quilter Cheviot following regulatory approval.

Taunton-based Nicholas Harper, 26, has been convicted of breaching the Data Protection Act but acquitted of fraud and unauthorised business offences connected to an investment fraud following a prosecution brought by the FCA.

Troubled wealth manager WH Ireland has sold its loss-making £1bn wealth management business to Oberon Investments for £1m in cash and says it will begin winding down the business.

More employers are regularly engaging with their workforce around retirement planning and future proofing their finances, offering an opportunity for the financial advisers who partner with them.

I was intrigued and more than a little worried this week by a report about consumer expectations of an inheritance windfall. It turns out many millions see an inheritance windfall as almost guaranteed.

STEP, the global professional body for trust and estate practitioners, announced the winners of its 2025 Private Client Awards last night during a ceremony at the London Hilton on Park Lane.