“It was an avenue to help me break into the industry which was, at the time, one big question that went unanswered.” An academy is a good route into the advice profession for someone not coming from a ...

Brooks Macdonald has bought Wales-based CST Wealth Management for an undisclosed sum. CST Wealth Management is a chartered financial planning firm and has £170mn in assets under advice and around 500 ...

There is a surprising hesitancy amongst lawyers to offer out-of-court private dispute resolution options for separating couples. Why?

Dynamic Planner believes its new partnership with Salesforce will allow it to deliver financial planning "at scale".

Chancellor Rachel Reeves’ Budget was big: it raised £40bn in taxes, took on an additional £28bn in borrowing, and made ...

The changes in the Budget announcement were perhaps more muted than some were expecting. They pose considerations for our ultra and high-net-worth clients. Crucially, clients must consider tax in ...

In the third quarter of 2024, Schroders recorded £2.3bn of outflows across the group, according to its latest update.

Financial Group has made nine purchases in the second half of October, including its 100th since the firm was founded in 2008.

There is “no clear consensus” on whether service levels in the protection industry have improved over the past two years, research from the Association of Mortgage Intermediaries has revealed.

The Financial Conduct Authority has identified several areas where Sipp providers need to improve their consumer duty compliance.

Investors are reassessing Donald Trump’s chances of re-entering the White House, given polls which emerged over the weekend, indicating Kamala Harris may have gained ground in key battle ground states ...

Mattioli Woods has purchased Stockport-based advice firm Cullen Wealth Limited for an undisclosed sum. Cullen Wealth is a financial advisory and employee benefits business.