Financial advisers who are either ignoring AI or waiting for a complete, end-to-end technological solution will end up behind ...

Foster Denovo has purchased Staffordshire-based Brian Mole Independent Financial Advisers for an undisclosed sum.

Scottish taxes will raise £24.6bn over the next financial year, Scotland’s finance secretary, Shona Robison, announced in the ...

Dynamic Planner has launched its Attitude to Risk Questionnaire to assess clients’ willingness to engage with risk in their ...

The adjustments to employer national insurance contributions announced in the 2024 Autumn Budget have raised concerns across ...

Many people within the advice sector would look back on 2024 as it draws to a close and call it the year of technology and AI ...

The Financial Ombudsman Service has seen complaints increase by more than 50 per cent. Data revealed its dispute resolution ...

WPS Advisory has partnered with Moneyhub to launch an app to make financial advice “accessible and cost-effective”.

The EU’s markets in crypto assets (MICA) regulation aims to provide legal clarity for crypto assets that don’t fall under ...

Taken together, the argument for technology investment as a solution to new and emerging challenges facing wealth managers is abundantly clear. Prioritising a more innovative, tech-enabled offering ...

Gen Z LGBTQ+ professionals believe leaders in the financial services industry are “ineffective” at being allies to the LGBTQ+ ...