Leaked plans from the Financial Conduct Authority to automatically delete employees’ emails after 12 months would threaten ...

Compliance consultants and advice industry leaders told Professional Adviser they are “not surprised” by positive Financial Conduct Authority (FCA) findings on ongoing advice services, but advice ...

Adviser appetite to administer advisory model portfolios has “markedly diminished”, according to Quilter, as it revealed its platform had seen a huge shift to investment outsourcing in the last five ...

The UK’s non-dom population declined by almost 37% between 2013 and 2023, according to analysis, as the government tightened its tax treatment of high-net-worth individuals (HNWI).

Radiant Financial Planning’s managing director David Edwards no longer holds a director position at the firm, Companies House ...

The Financial Conduct Authority (FCA) has outlined examples of good and poor practices found during its ongoing advice ...

With newfound certainty, EIS offers investors one of the most appealing, tax-efficient, vehicles available – whilst making a ...

Canaccord Genuity Wealth Management has confirmed its purchase of Brooks Macdonald Asset Management (International) (BMI) in ...

The Financial Conduct Authority (FCA) will “review” the regulatory approach to ongoing services, according to an update from ...

I do shudder to write this – but could there be a future good news story for financial planners amid an economic abuse epidemic? Experts suggest that the issue is woefully under-tackled, but advisers ...

Rachel Reeves’ plans to cut the tax-free limit for Cash ISAs to £4,000 a year could push more people to invest their savings, ...

Financial advisers have been urged to play a more active role in discussing philanthropy with their high-net-worth clients, ...