Defaqto has expanded its Matrix 360 market intelligence platform into the wealth and protection areas.

Workplace pension scheme provider Nest has launched a free pension finder service to help its 14m members track down 'lost' pension savings from previous jobs.

One in four UK adults, 26%, say they would feel comfortable investing up to £50,000 without speaking to a professional financial adviser.

Global Financial Planning body the Financial Planning Standards Board (FPSB) has recognised two leading global professionals for their “outstanding contributions” to the profession.

The Financial Services Compensation Scheme has launched a probe into failed ISA and SIPP manager Jarvis Investment Management Ltd (FRN 116413) after it entered special administration last week.

Cardiff-based Financial Planning firm Penguin Wealth Planners has acquired the client book of Cowbridge-based Seren Financial Advisers after securing a £500,000 loan.

Some 86% of regulated firms now use AI, according to a joint AI survey from the FCA and the Bank of England, due to be published next week.

People expect to receive their most significant gift or inheritance at an average age of 52, but many say being given it earlier would have greater impact.

More than a third, 35%, of wealthy people have sold investments or will do before the Budget due to worries about a capital gains tax rise, according to a new survey.

A story we’ve run this week has made me think again about people’s use of AI, particularly when it comes to asking financial questions.