The UK and US Governments have agreed a trade deal to reduce import taxes and remove tariffs.
Read more ...Industry reacts to UK-US trade deal
- Friday, 09 May 2025
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US President Donald Trump
Plannr adds AI assistants to CRM
- Friday, 09 May 2025
- Articles

AdvisoryAI and Plannr are also working on automated review-letter generation inside the Plannr CRM.
Fintech Plannr has launched an integration with AI platform for financial advisers Advisory AI.
Read more ...2 in 3 Planners caught up in family disputes
- Friday, 09 May 2025
- Articles

Advisers were most likely to encounter disputes when helping clients with inheritance tax planning
Two in three (63%) of Financial Planners have encountered family disputes whilst advising on estate planning, according to a new report.
Read more ...1 in 5 pension savers mistrust financial adviser
- Friday, 09 May 2025
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Retirement savers were more likely to turn to family members than thier financial adviser for retirement guidance
One in five pension savers (19%) mistrust their financial adviser, according to a new report.
Read more ...Hartley clients hold High Court protest
- Friday, 09 May 2025
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Hartley Pensions website in 2022 when it entered administration
Clients of Hartley Pensions held a protest outside the High Court this week as the saga following the collapse of the SIPP provider in 2022.
Read more ...Bank of England cuts base rate to 4.25%
- Thursday, 08 May 2025
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The Bank of England
The Bank of England’s Monetary Policy Committee (MPC) voted 5 – 2 – 2 to cut its base rate to 4.25%, in a widely expected move.
Read more ...2 in 3 Financial Planners utilising AI
- Thursday, 08 May 2025
- Articles

Half of Financial Planners had a positive outlook on AI, while only 8% viewed it negatively.
Two in three Financial Planners are using artificial intelligence (AI) tools or are planning to within the next 12 months, according to a new report.
Read more ...Retail funds report highest outflows since 2023
- Thursday, 08 May 2025
- Articles

Retail fund sales data from the Investment Assocation
Funds reported retail outflows of £3bn for first quarter, despite investors placing £507m into funds in March, according to the latest data from the Investment Association.
Read more ...Canaccord adds senior Planner from Brewin Dolphin
- Thursday, 08 May 2025
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Gary Steel
Canaccord Wealth has appointed Gary Steel as a senior wealth planner specialising in lifestyle Financial Planning.
Read more ...Net flows hold steady for Evelyn Partners as assets dip in Q1
- Thursday, 08 May 2025
- Articles

Paul Geddes, CEO at Evelyn Partners
Net inflows held steady at £345m for wealth manager and Financial Planner Evelyn Partners in the first quarter of the year despite a dip in assets under management.
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