Blick Rothenberg partner Kelly Greig has been re-elected as worldwide chair of STEP for a second term, to take effect from 1 January.

Wealth advisers want to write protection business but say they need help demonstrating the need for protection, according to a survey conducted at the recent Consumer Duty Alliance Protection Forum.

Young adults are much more open about discussing financial matters with their family members than pre-retirees, according to a new study.

Nearly half (47%) of advisers think it is likely a platform could fail financially in the next three years, according to the latest Scottish Widows Investor Confidence Barometer.

Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new Freedom of Information data has revealed.

More than a third of advice firms believe there has been no progress towards the Consumer Duty’s products and services outcome.

Mutual provider and insurer Royal London has launched a joint life second death life cover option to help clients with their estate planning and inheritance tax mitigation.

Wealth manager Tavistock today reported an operational loss after a turbulent last six months, during which time the firm quarrelled with former investment partner Titan Wealth and sold its advice business.

Older people are less prepared for retirement shocks such as ill-health, relationship woes or urgent financial support needs from their wider family, according to new research.

Advised clients are moving their money away from cash and back towards equities as interest rates subside, according to a new survey of financial advisers.