5 days ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance

Nov 28, 2024 · Congratulations to all the businesses that have made the very competitive Adviser Firm of the Year shortlist for 2025. You can now book your place to join us at the awards on 19 …

Jan 9, 2025 · Nucleus Financial head of technical Andrew Tully The big pension change announced in the Budget was including pension death benefits within the estate for …

Dec 2, 2024 · The firm has also purchased four financial advice firms – Save & Invest, Fleming Financial, Robson Lister and Shorts Financial Services. Headquartered in London, Shackleton …

Feb 4, 2025 · Weary advisers know only too well that the only certainties in life are death, taxes - and sorting out (PII). The overwhelming majority of financial advisers require compulsory PII to …

Jan 13, 2025 · A new year brings the opportunity for a fresh slate for retail intermediary (investment, mortgage and protection) firms to assess their direction of travel and how far they …

Jan 22, 2025 · Quilter came out on top of the ten most recommended adviser platforms by value for 2024. Aviva was a close second, according to data drawn from Defaqto Engage.

Dec 14, 2023 · Increased adviser users and client numbers alongside ‘resilient’ inflows at Transact during 2023 have seen its parent company IntegraFin end the year on a positive note.

Feb 3, 2025 · The Lang Cat will support financial advisers in evidencing platform switches for their clients with an update to its Analyser regulatory technology software.

Jan 28, 2025 · Few events gladden investors' hearts more than the near-traditional "Santa rally". This is the term used to describe the upswing that often takes place during the final stock …