The relationship between a financial adviser and a paraplanner is a cornerstone of effective financial planning services.

Chinese artificial intelligence (AI) start-up DeepSeek which only employs 200 people, has resulted in a member of the ...

Evelyn Partners has announced that Bahador (Bids) Mahvelati will join the firm in March as chief operations officer. He will ...

Standard Life CEO Andy Curran has announced he will retire in the summer of 2025 after spending five years in the role.

Progeny Group has announced key leadership appointments as part of its ongoing evolution. Founder Neil Moles has confirmed ...

Life insurance has been slower than other sectors to make full use of technology - but that could all change in 2025.

Good morning and welcome to your Morning Briefing for Tuesday 28 January 2025. To get this in your inbox every morning click ...

Chief risk officers (CROs) in UK financial-services firms are increasingly shifting from compliance enforcers to strategic ...

Dynamic Planner, the UK’s leading digital financial advice platform, has launched a new feature, Financial Personality ...

Including pensions within the scope of inheritance tax (IHT) will provide poor outcomes for customers, beneficiaries, ...

UK companies paid out £92.1bn in dividends in 2024, 2.3% higher on a headline basis in 2023. However, these dividends were boosted by higher special dividends.

Schroders has announced it is set to adopt all four of the Financial Conduct Authority’s (FCA) Sustainability Disclosure ...