News

Zurich has become the seventh insurer to join the CIExpert Income Protect Insight Zone. It joins a growing list of insurers who recognise the importance of equipping advisers with easy access to ...
Life insurance broker Reassured has partnered with the behavioural science consultancy Unconventional Wisdom to improve customer experience. The partnership is focused on providing Reassured customers ...
The Financial Conduct Authority is “failing to harness innovation”, especially artificial intelligence, to help close the ...
The Grand National emotional rollercoaster mirrors my decade-long attempt to get the government to simplify the Isa landscape – a campaign that, despite good intentions and the odd glimmer of momentum ...
Christine Elliott has stepped down from her role as chair of the Personal Finance Society (PFS), with immediate effect. The PFS Board has announced that president Carla Brown has replaced her.
Technical sustainability compliance specialist ESG Accord has launched a free-to-access course examining sustainability in the investment advice process.
Paul Abberley, chief executive of Raymond James Wealth Management and Charles Stanley, has announced he is leaving the business with immediate effect.
Corbel Partners has completed the acquisitions of seven advice businesses in the first quarter of this year. The financial advice network said six of the seven acquisitions were from its internal ...
After years of steady progress on corporate diversity, a growing political pushback – particularly in the US – is creating new challenges for any company that has long championed more inclusive ...
Good morning and welcome to your Morning Briefing for Tuesday 15 April 2025. To get this in your inbox every morning click here. Tatton net flows increase by £3.7bn as board chair retires Tatton Asset ...
Tatton Asset Management has reported an increase in net flows of £3.687bn for this financial year. This is an increase of 60.1% rise on prior year net inflows (£2.303 bn) as the discretionary fund ...
One of the talking points within the financial advice profession is the ‘great wealth transfer’, whereby a huge amount of wealth is starting to pass from older to younger generations.