Our campaign, Tidy up transfers, follows on from the Letters of Authority campaign success of 2025, when almost 100 firms pledged to abide by a single set of standardised data to make it easier to get ...

Domestic abuse remains widespread: the Crime Survey for England and Wales estimates that 2.3mn adults (1.6mn women; 712,000 men) experienced domestic abuse in the year ending March 2024.

Listening to clients and hearing about their life was the biggest lesson that Jean Evans, IFA at 2 Plan Wealth Management, learnt early on in her career.

Brown Advisory has launched two value strategies to be led by Nick Kirrage who joined the firm in October. Kirrage has more ...

It is well-known that younger generations have a low engagement rate with our industry. Recent polling from The Openwork Partnership highlights this, revealing that most people wait until well into ...

British students would be more likely to choose a career in personal finance if they had been given a proper education on it at school.

To overcome the £100mn barrier, many firms make an active decision to do less, better. Rather than attempting to do it all, now is the time to assess where your expertise truly lies and decide where ...

According to the analysis, the Renters’ Rights Act, which will be brought into force on May 1, led to a 41 per cent increase in demand for rental insurance products between Sept ...

Instead, we would expect a large uptake in that settlement for capital markets and a smaller scaling across the retail sector ...

Beyond Advice Group has appointed Rupert Baron as chair to strengthen its commitment to client-focused advice.

The shape of the adviser platform market is being moulded less by model shifts and more by execution, according to NextWealth’s research.

Jupiter Fund Management has seen its first calendar year of positive flows in eight years, results published today (February ...