The Mortgage Advice Bureau’s adjusted profit before tax grew by just £0.1mn in the first half of the year as margins were ...

St James’s Place has moved to monthly payments for ongoing advice fees, which it said will lead to “smoother monthly cash flow”. Today (July 24), the firm announced updates to the way it pays advisers ...

Troubled real estate investment trust Home Reit has issued an update on a dispute with a strategic adviser. The company appointed financial advisor Smith Square Partners in early 2023 to provide ...

Pragmatic Penelopes are probably the most common new clients when it comes to understanding behavioural investing, according to advisers. Paul Denley, chief executive of London-based Oakham Wealth ...

Fintech firm Saturn has targeted the advice gap with the launch of an AI-powered operating system designed to reduce the cost of delivering financial advice. Codenamed ‘Project OS’, the system is ...

When markets are calm, volatility-managed strategies may increase exposure, sometimes using leverage, to capture potential ...

I have spent more than 13 years working between London and New York, advising high-net-worth individuals and internationally ...

A review of model portfolio service providers will reveal providers that are not committed to the sector, according to ...

Torsten Bell has stayed in his role as pensions minister in a move welcomed as bringing “certainty and continuity”. According to the government’s list of ministerial appointments, Bell will remain ...

The use of artificial intelligence among financial advisers has increased from 43 per cent to 74 per cent in a year, ...

More than 1,300 individuals, including financial services professionals, MPs, peers and lobbyists, have called for reform to ...

The proposition from We Buy Life Policy to create a secondary market leaves “a number of important questions unresolved,” according to the Protection Distributors Group.