Fintech Plannerpal has launched a new AI tool which standardises meeting preparation by compiling key information ahead of reviews.
This week mark’s the CISI’s annual Financial Planning Week to promote the benefits of professional Financial Planning to the nation.
Hargreaves Lansdown has reduced its fees for the first time in a decade, in a move which is claims will see half of its clients pay less.
Ten of the twenty most viewed investment trusts on the Association of Investment Companies (AIC) website in 2025 were from the equity income sectors.
The value of defined benefit pension scheme transfers remained consistent in the final quarter of 2025, according to the latest XPS transfer watch report.
Over nine in ten (92%) of IFAs primarily rely on referrals from existing clients to source new ones, according to a new report.
Health insurers processed a record £4bn in individual and workplace private medical insurance claims in 2024, a year on year rise of 13% (2023: £3.57bn).
Mutual society Shepherds Friendly has expanded its ISA range to include a new unit-linked Stocks and Shares ISA.
Annualised turnover rose 19% year on year to £19.36m for national IFA Continuum in 2025, according to its financial results released today.
The FCA’s new regime for high-risk securities, such as mini-bonds and loan notes, has come into force.