International independent financial advisory firm, Hoxton Wealth – Americas has announced the appointment of Taylor Sallery ...

The Financial Conduct Authority is launching survey into how it regulates the financial services sector. The annual survey will be sent to regulated firms, and it will ask them to share their feedback ...

Plannr, the adviser-focused customer-relationship management (CRM) platform, has announced the initial phase of its integration with Seccl, the embedded investment platform owned by Octopus.

What is the outlook in 2025 in terms of government making more changes affecting long-term financial planning? It looks like we shouldn’t expect much else this year directly affecting the sector.

Paraplanners should not worry about artificial intelligence (AI) replacing their jobs – but they must upskill to ensure they stay ahead of the game.

ARC Research has launched ARC Managed Platform Solutions (MPS) Indices to give financial advisers “clarity” on the performance of MPS managers. The indices are to be launched in Q2 2025 and will ...

Augmented reality (AR), extended reality (ER) and virtual reality (VR) all have the “huge potential” to transform the way ...

The gap between the best and worst-paying annuities has spiked higher in recent weeks amid bond market volatility, according to analysis of latest rates by Just Group. The retirement specialist said ...

It would be almost impossible for investors not to be aware of the strength of large cap stocks over recent years. By ...

Fintel has completed the purchase of Rayner Spencer Mills Research (RSMR) for an initial net cash consideration of £5.2m.

Wealth manager St. James’s Place has said work to review its ongoing advice charges is 'progressing as planned' ...

When I first entered the financial services industry, I set myself a goal to become a Fellow. It wasn’t about collecting ...