This episode of Professional Adviser TV sees Octopus Money CEO Ruth Handcock and Chartered financial adviser Kristian Manton ...

This episode of Professional Adviser TV sees Octopus Money CEO Ruth Handcock and Chartered financial adviser Kristian Manton join the team in the studio to talk about the advice gap.

The Financial Services Compensation Scheme (FSCS) has declared Mr G and Mrs P Speller, trading as Solutions Financial Services, in default.

Tony Wilkson recommends taking a balanced approach to the use of AI in advice and outlines some practical ways to integrate the tech without losing client ...

Rosemount Financial Solutions (IFA) (Rosemount) has promoted four employees following a “record” year for the network that saw revenues up 25% on 2023.

UK investment platform AJ Bell has seen its platform business’ assets under administration (AUM) rise to record levels as ...

Removing gender from the diversity, equity and inclusion (DE&I) conversation will bring more males on board and boost ...

MorganAsh has made upgrades and added new functionality to its customer vulnerability management platform, the MorganAsh ...

Inheritance tax (IHT) receipts hit £8.2bn for April 2024 to March 2025, marking the fourth consecutive record year.

Advice businesses need to “invite artificial intelligence (AI) to the table”, utilise it to become more efficient and ...

St James’s Place (SJP) is making progress on its review of historic client servicing records and said its simplified charging structure should be in place this summer.

A year on from its abolition, the lifetime allowance is still the source of questions on specific advice points, writes Andrew Tully ...