Quilter was the most recommended adviser platform in the first half of 2025, maintaining the top spot for the second consecutive period, according to a new report.
Wealth manager Utmost Wealth Solutions has reported net inflows of £2bn for the first half of 2025, bringing a two-year streak of negative flows to an end.
Rob Barker has been appointed CEO of The Openwork Partnership, one of the UK’s biggest advice networks with 4,800 advisers, from September.
Confidence among investors fell across all regions in August with the UK and Europe worst hit, according to the Hargreaves Lansdown Investor Confidence Index.
Almost four-fifths, 78%, of over 40s haven’t arranged a power of attorney with one in 10 assuming their partner of spouse will be given power of attorney automatically.
The number of Financial Planners saying they serve clients with portfolios of more than £1m rose by 75% in the last year, according to Financial Planning Today's annual survey of the profession.
The Financial Services Compensation Scheme (FSCS), the industry-funded consumer compensation body, declared five regulated firms in default in June and July, it reported today.
Plans to make the unused pension pots of people who die before the minimum pension age subject to inheritance tax, have been termed ‘unfair’ by SSAS provider the WBR Group.
Two in five, 40%, IFAs expect the FCA’s advice guidance boundary review to boost demand for their services.
Trevor Edwards, the CII’s group finance director, has left the board of the Personal Finance Society after less than a year in the role.