Research shows that the backlash against environmental, social and governance investing has fixed on a discrepancy across the ...

These changes also fundamentally reshape where EIS sits in client portfolios. It can now occupy a more central role in long-term planning at a time when its appeal is boosted by shrinking capital ...

Client trust in AI is declining while wealth managers remain positive about how the technology can help them, research from Avaloq has found. The research, which surveyed over 400 wealth managers, ...

Flagstone has launched its first cash Isa wrapper, which allows savers to open and manage multiple accounts. The first five ...

True Potential Wealth Management has announced a strategic partnership with behavioural risk suitability fintech Oxford Risk.

The report, Regulatory Priorities — Insurance, outlined the FCA has identified four priorities for the insurance market over ...

Brooks Macdonald recorded net inflows of £2mn in the last half of 2025, the first half year of positive inflows since 2023.

First Portfolio, a UK investment gifting platform for children, has launched a no barriers children’s fund, an initiative to provide children from lower socio-economic backgrounds with their first ...

Aegon has upgraded MyTarget, its retirement modelling tool for workplace pension members. The updated tool incorporates the Retirement Living Standards from Pensions UK, designed to help members ...

Swiss private banking business Julius Baer is launching a range of model portfolios targeted at UK financial advisers.

UK workers are increasingly prioritising pet insurance over personal protection, research from LV has revealed. LV’s fourth Reaching Resilience Report found a third of UK workers currently hold pet ...

What goes up can also come down — and that is particularly true of money. Children need to know that savings and investments ...