Professional body the Chartered Insurance Institute (CII) has called on financial services firms to educate all employees on the potential opportunities - and risks - of artificial intelligence (AI).

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The number of savers making contributions over the annual allowance of £60,000 surged 34% in the last tax year, according to new data.

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Wealth manager and Financial Planner Quilter has reported record core net inflows of £2.28bn in the first quarter of 2025.

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Inheritance tax receipts for the period April 2024 to March 2025 were £8.2bn, a rise of £0.8bn compared to the same period last year and a new record.

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Financial Planning firm Shackleton, formerly the Skerritts Group, has launched a personal injury and Court of Protection division following its acquisition from the Irwin Mitchell Group of £1.4bn AUM IM Asset Management.

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The Chartered Institute for Securities & Investment (CISI) has appointed Hylko Zingstra as the new south east branch president.

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Investor confidence has plummeted this month triggered by turmoil around President Tump’s tariffs.

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Investment manager Marlborough has launched a new bespoke portfolio management service aimed at advisers’ high-net-work clients.

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A new call has come for financial services firms to collaborate and establish industry practices to address concerns around customers who have been impacted by gambling.

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Wealth manager and Financial Planner Evelyn Partners has appointed former Paysafe and Betfair CFO Alex Gersh as its new chief financial officer and an executive director.

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