My second cousin lives in a very big house in the country. He inherited from his father, who specified in his will that he ...

Age has long been the default lens for client segmentation in financial services. It’s familiar, straightforward and usually ...

The Financial Conduct Authority has appointed Chris Pond as the new chair of its Financial Services Consumer Panel, effective ...

The Upper Tribunal has upheld the Financial Conduct Authority’s decision to fine two former directors of CFP Management Ltd ...

Fintegrate has announced the integration of FinaMetrica’s risk tolerance toolkit into its platform. The investment advice ...

It feels like the art of factfinding often gets diluted by the science of compliance. No-one sets out to give bad advice, yet ...

Good morning and welcome to your Morning Briefing for Friday 30 May 2025. To get this in your inbox every morning click here.

Intelliflo has partnered with savings platform Flagstone to help advisers add valuations more seamlessly and drive greater ...

Chartered financial planning firm Fidelius has agreed a merger with London-based wealth manager Timothy James & Partners (TJP ...

The core duties of a personal representative (PR) are to collect and manage the estate’s assets, settle the deceased’s debts ...

Japanese life insurer Dai-ichi Life has said it is considering buying a 15% stake in M&G. The deal would create “significant ...

The UK discretionary wealth management market (excluding private banks) has grown to £1.1tn in assets under management, an 11 ...