She found that potential customers were starting to approach her through this, while at the same time she felt she was ...

Succession Wealth has bought Leeds-based True Wealth Group for an undisclosed sum. The deal will add £1.1bn in assets under ...

Warwickshire-based IFA firm Beaufort Wealth Management has received capital from digital bank OakNorth to support its ...

Wealth managers are positive about the economy in 2025 despite crises and capital market risks, research from Universal ...

In February 2024, the Financial Conduct Authority published a consultation paper on proposed changes to its enforcement ...

Just 25 per cent of younger savers feel “very confident” about managing their finances, research from Pay.UK revealed.

The UK is on track for a £140.3mn shortfall in stamp duty land tax, research from Knight Frank has warned. The research ...

Taboos around vulnerability are deterring 52 per cent of advised clients from seeking discussing additional support needs ...

The UK is on track for a £140.3mn shortfall in stamp duty land tax, research from Knight Frank has warned. The research ...

Digital learning solutions, on their own, are not enough to equip firms with the skills to effectively support vulnerable customers, according to Sophie Espinasse, head of client learning at Konexo.

The Financial Conduct Authority has fined and banned two individuals for “recklessly breaching an asset requirement” which was imposed on an advice firm.

The Financial Conduct Authority will consult on “high-level proposals” for targeted support for pension savers in December as ...