Fintegrate founder and CEO Gurdit Singh said: “The MPS Hub was built to meet the growing need for streamlined portfolio ...

As a new tax year approaches, now is a great time to take stock and review your clients’ financial plans. Here are a few ...

In the short term, RIAAT may bring even more challenge to the PII insurance landscape.  But over the longer term we could see ...

Good morning and welcome to your Morning Briefing for Wednesday 8 January 2025. To get this in your inbox every morning click ...

Soft skills are often taught and practised through face-to-face role-playing, but there are drawbacks. These sessions can be ...

Titan Wealth has hired Scott Hamilton as head of sales for its discretionary investment arm. Hamilton will lead the push to ...

Three fifths (60%) of people in the UK are positive about their finances for 2025, which is an increase from 52% who said the ...

Geopolitics and market volatility are the top concerns for advisers in 2025, according to latest research from Scottish Widows. In the face of a volatile UK equities market, the research shows ...

Foster Denovo has acquired Verum Wealth, adding £87m of assets under advice to its recently established Glasgow hub. The ...

New legislation, rapidly progressing through parliament, is destined to have a major impact on the advice market.

Advisers need to understand who the provider is of any discretionary management solution they recommend, who is sitting ...