Investments that qualify for Business Relief (BR) are front of mind for many financial advisers following the Autumn Budget.

Transact has reported record level inflows on the back of its platform enhancement. Gross inflows rose from £1.7bn to £2.4bn, ...

IM has appointed Tom Glossop as head of Microsoft Platform as it accelerates its digital transformation journey.

The UK government’s recently-announced AI opportunities action plan is a clear sign that wealth managers must “get aboard the ...

The Great Wealth Transfer from baby boomers to Gen X and millennials is often discussed, but with 70% of inheritances ...

Good morning and welcome to your Morning Briefing for Tuesday 14 January 2025. To get this in your inbox every morning click ...

The first phase of the AI cycle, which centred on firms providing infrastructure and those with the most direct AI use cases, ...

There’s a fair bit of 90s nostalgia in the air. Although the world faces many uncertainties, there are good reasons for ...

Christmas has been and gone, but should advice firms endeavour to keep the spirit of generosity alive all year round? Paul ...

Aviva Investors has announced it has appointed Heather Brown as head of EMEA institutional client relationship management.

FinCalc and Plannr have teamed up to introduce a new ‘launch in FinCalc’ button within Plannr. This new enhancement to the ...

Forty-seven percent of young people say their financial services providers should be responsible for providing them with ...