Platform giant FNZ has reached a record milestone, surpassing US$2 trillion in assets on platform. The firm said the ...

Advisers are increasingly concentrating client assets on fewer platforms, even as total assets under administration (AUA) ...

We wouldn’t use a screwdriver to chop down a tree or a hammer to cut a piece of glass to size. We make sure we choose the right tool for what we’re trying to achieve. So it is with investment.

The debate over inheritance tax (IHT) on pension death benefits has been simmering for some time. Now, with draft legislation published on 23 July, the The debate over inheritance tax (IHT) on pension ...

It was with great disappointment that I read the news about the recent demise of Money Marketing’s print magazine. I first ...

Aberdeen Adviser has launched an enhanced bereavement support service for customers and advisers, expanding its Client Engagement Hub with a focus on vulnerable clients.

Good morning and welcome to your Morning Briefing for Thursday 21 August 2025. To get this in your inbox every morning click here. Inheritance tax ...

The state pension is seen as a critical source of income and makes up 50% of income for those aged 80-84 and 47% of household income for those aged 70-74.

The UK arm reported workplace net flows of £2.1bn in the six months to 30 June, up 24% from £1.7bn in the same period last year. Net flows on its adviser platform improved by 18% year on year, though ...

The FCA is set to extend rules that define serious bullying and harassment as a conduct rules breach to advice firms from next year, and some advisers have warned that many small firms are not ...

Inheritance tax (IHT) receipts rose to £3.1bn between April and July 2025, £229m higher than the same period last year, according to the latest HMRC data.The increase of 8% puts the Treasury on course ...

Having listened to several podcasts recently on the use of artificial intelligence (AI) in financial services, it is clear ...