Fintech and data firm Defaqto has added investment trust reviews to its qualitative reviews for financial advisers.
The Financial Services Compensation Scheme (FSCS) has called for the £85,000 compensation limit to be reviewed for pension claims.
Advisers opened and filled ISA accounts to max out annual allowances in a single transaction in March due to the impact of volatility gripping markets in the first quarter of this year, according to a new report.
Proposed new rules on how pension pots should be projected to retirement could lead to ‘perverse and unrealistic’ results, according to consultancy firm LCP.
Nine in ten (89%) retired high net worth investors see inflation as the biggest threat to their wealth, according to a new report.
Retirement and investment provider Fidelity International is to launch an artificial intelligence-driven Financial Planning software tool for UK advisers.
Four in ten (43%) financial advisers consider sustainable investments when building retirement portfolios, according to new research.
Legal and financial services provider Irwin Mitchell has acquired Cheshire-based Chartered Financial Planning firm TWP Wealth for an undisclosed sum.
The Financial Services Compensation Scheme (FSCS) has cuts its levy for 2022/23 by £275m to £625m.
Profit before tax at investment platform AJ Bell fell to £26.1m (HY21: £31.6m) for the six months ending 31 March.