Advisers are making changes to their record keeping in response to new regulation. Research from BNY Investments and ...

A quarter of wealth managers in the UK do not believe their clients would trust artificial intelligence for investment, new research shows.

Mortgage lender service levels have been one of the biggest sources of frustration for advisers and brokers in 2024, according to the sales director of the Cherry Forum.

Many column inches have already been written about the impact of the recent Budget in relation to the impact on consolidation in the financial intermediary sector.

Mortgage brokers’ confidence in their own business fell slightly during the third quarter of the year, research from the Intermediary Mortgage Lenders Association has revealed.

The Financial Conduct Authority has found most life insurance firms are unable to provide clear and comprehensive servicing standards for bereavement claims.

People who have switched jobs four or more times in the past 10 years have saved £15,000 more in their pension pots.

The average age of retirement for women has increased by seven years in the past three decades, according to Phoenix Insights.

Just 38 per cent of the UK’s largest fund groups saw net retail sales of onshore funds improve during the third quarter of 2023. The latest Pridham Report from ISS Market Intelligence looks at sales ...

Financial advisers, providers and journalists celebrated in great style at the 34th annual Financial Adviser Service Awards last night (November 21) at London’s Natural History Museum.

There is not an advice gap but rather a “planning gap”, according to Steve Conley, founder of the Academy of Life Planning.

Commercial finance brokers have called for an “outside the box” approach to deals from funders, research from Asset Advantage ...