Assets under management rose 26.9% to £17.6bn for investment manager and IFA support firm Tatton Asset Management for the year ended 31 March.

Bridgend-based advice firm Broadlands Partnership (FRN: 402268) has been declared in default by the Financial Services Compensation Scheme (FSCS), opening the door to compensation for ex-clients with valid claims.

Financial advisers need to focus on improving their interpersonal skills to build deeper long-term relationships with clients, according to a new report.

Yvonne Braun, director of policy for long-term savings, health and protection at the Association of British Insurers trade body has been awarded an OBE in the King’s Birthday Honours list.

Schroders has opened its Schroder Emerging Markets Value fund to UK investors by adding an onshore vehicle.

Nine in ten SIPP millionaires investing with Hargreaves Lansdown are men, according to new research from the firm.

Managers at Tenet Compliance Services (TCS) have bought the company after the parent business, Tenet Group, went into administration.

The CISI has struck a “strategic partnership” deal with the US-based 13,000-member professional body the Chartered Alternative Investment Analyst Association (CAIA).

National IFA Chase de Vere has reported a £700,000 rise in pre-tax profits thanks in part to the acquisition of two Financial Planning firms in 2023.

Nearly half of financial advisers (45%) are considering launching new cut-down advice services using the proposed FCA advice / guidance boundary changes, according to a new survey.