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).
The number of savers making contributions over the annual allowance of £60,000 surged 34% in the last tax year, according to new data.
Wealth manager and Financial Planner Quilter has reported record core net inflows of £2.28bn in the first quarter of 2025.
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.
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.
The Chartered Institute for Securities & Investment (CISI) has appointed Hylko Zingstra as the new south east branch president.
Investor confidence has plummeted this month triggered by turmoil around President Tump’s tariffs.
Investment manager Marlborough has launched a new bespoke portfolio management service aimed at advisers’ high-net-work clients.
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.
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.