News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

The use of Artificial Intelligence (AI) in the wealth management industry has obviously become a big topic over the last couple of years. However, implementing the tech and scepticism around its use ...

A survey conducted by Boring Money with 645 of its readers the weekend after the 30 October Budget has showed an increased appetite for financial advice amongst consumers. It found 25% of respondents ...

Financial advisers and wealth managers expect clients to increase allocations to emerging and frontier markets over the next ...

Perspective Financial Group (Perspective) has completed a further nine acquisition deals in the IFA space bringing its total ...

The government’s move to hike capital gains tax (CGT) rates in last Wednesday’s Budget (30 October) may have been more effective had it waited to bring in changes from the next tax year rather than ...

Recently elected Conservative party leader Kemi Badenoch has begun to appoint her shadow cabinet, with former leadership rival Mel Stride awarded shadow chancellor of the exchequer.

The Financial Conduct Authority (FCA) has issued a portfolio letter to CEOs of firms operating self-invested personal pension (SIPP) schemes, outlining heightened expectations and unveiling increased ...

It offers financial planning for both businesses and individuals, according to a Brooks Macdonald news update. "CST Wealth Management is well known to our Cardiff team for their excellent client ...

Don MacIntyre, the interim CEO at the Personal Finance Society (PFS), is to step down from his position, the professional body has confirmed.

By and large, platforms and managed portfolio service (MPS) providers do want to raise standards, according to Morningstar Wealth managing director Mark Sanderson.

The Financial Conduct Authority has issued a warning notice to Crispin Odey, proposing to take regulatory action against the ...