Those in the profession must look at themselves more as business owners than advisers in order to recruit, according to Lewis Byford, co-founder of The Financial Planning Club. Speaking at the Lang ...

There is still a lot for the profession to do around employee retention and progression, according to Sandy Begbie, chief executive at Scottish Financial Enterprise.

Some 43 per cent of wealthy clients expect to need advice on inheritance and estate planning in the next year. A survey by Rathbones consisting of 460 of its clients, with up to £5mn in investable ...

The number of residential transactions fell by 2 per cent over August as momentum dwindles with Budget approaching, data from HM Revenue & Customs has revealed. Data found that the number of ...

First Mortgage has partnered with Moneybox to help 1.5mn people with their investments, savings, and plans for the future. The companies plan to make home ownership “more accessible, transparent, and ...

Just being good at maths does not mean you will be a good financial planner, according to Stephen Straker, IFA at Continuum. A panel at the Lang Cat’s ‘Home Games’ conference discussed the key ...

In the fast-paced world of politics, personal financial matters can quickly become public scrutiny magnets, often revealing tax law’s intricacies that most individuals, even politicians, will be ...

More than two years into the UK’s cost of living crisis, the financial pressure is taking its toll on everyday lives, according to research by financial wellbeing provider Lifetime. Lifetime’s Money ...

Vanguard will reduce fees across its six core equity exchange traded funds. The company said it is part of an “ongoing mission” to lower the cost and complexity of investing. The latest reductions, ...

The strong performance of global stock markets since Donald Trump’s so-called “liberation day” has been a surprise to many investors. Perhaps the most surprising of all is the strength of the ...

Martin Coyle, Mabel Insights co-founder and director, said: “Our mission at Mabel has always been to give advisers intuitive, time-saving technology that helps them deliver the best possible outcomes ...

Future retirees could be hurtling towards “quite a severe” retirement crisis as the cost of living crisis continues to leave people feeling squeezed, according to Craig Rickman, head of personal ...