Aviva has added technology from Ortec Finance to help Financial Planners working in its Aviva Financial Advice proposition deliver Targeted Support.
Financial Planning fintech EV has appointed former managing director Chet Velani as its new CEO.
Lucy Bristow has been appointed chief operating office of national Financial Planning firm One Four Nine Group.
Financial Planner and wealth manager Brooks Macdonald will no longer charge fees on cash in its discretionary funds.
Potential changes to Capital Gains Tax (CGT) under an Andy Burnham Government could see families hit by a double tax bill on inherited property, according to a new report.
The Chartered Insurance Institute (CII), a professional body for finance professionals, has launched a cross-sector Vulnerability Data Sharing Taskforce.
IFGL Pensions and Ardan International have joined forces to launch a new SIPP on the Ardan platform.
The Advertising Standards Authority (ASA) has issued a ruling against an unregulated whiskey and gold investment firm over misleading online adverts.
The number of higher-rate income taxpayers could double to around two-thirds of all taxpayers by the 2075/6 tax year, according to analysis from the Office for Budgetary Responsibility.
Most over-55s say they will continue to pass on their wealth through their wills and estates planning after death despite a rising number of inheritance disputes and concerns about rising taxation, new study has revealed.