Membership at the Personal Finance Society has slumped by more than 10% in the last six years, falling from a height of around 40,000 in 2020 to just below 37,000 now.

More than four in five (81%) advised investors say their adviser makes them less likely to make knee jerk reactions during volatile markets, according to new research.

Figures from HMRC show that 760,000 matured Child Trust Funds, worth an average of £2,000 each, remain unclaimed.

Fintech Twenty7tec has launched a new AI-ready client engagement platform that it said gives clients one place to manage their digital relationship with their adviser.

The soaring amount the government is raking in from investors was brought home in stark terms this week with new figures on the amount raised by Capital Gains Tax alone.

A new survey of financial advisers suggests that nearly seven in 10 plan to increase their use of smoothed funds over the next year due to increased volatility in world financial markets and client concerns about investment returns.

British people retiring to Europe need more than just Financial Planning help, according to James Roberts, CEO of specialist European Financial Planning firm Blevins Franks.

Total Capital Gains Tax (CGT) receipts collected by the government jumped 89% to £24.2bn in the 2024/25 tax year, mainly due to a rise in the main rates for the tax during the year.

West Yorkshire-based advice firm Your Mortgage Decisions Limited (FRN: 459763) has been declared in default by the Financial Services Compensation Scheme.

New research from the FCA about AI published today - which suggests younger investors are placing their trust in AI for investment guidance - reveals some concerning misunderstandings, industry experts say.