The national advice business bought four firms and two client banks in the first quarter, bringing its total for 2026 to 13.

For many financial planners approaching retirement or succession, the sale of a client bank is the culmination of years of ...

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

Almost three quarters (74%) of UK wealth managers and IFAs plan to up their own personal allocations to private markets due ...

Professional Adviser is proud to reveal the shortlists for the 2026 Women in Financial Advice Awards in association with LV=.

Proposed charges on cash held in investment ISAs is the policy equivalent of yet more stick, but no carrot, writes Kate ...

Orbis’ OEIC Global Balanced Fund made the number one spot for Defaqto’s top ten most recommended multi-asset investment ...

There were 8.16 million income taxpayers over the state pension age in 2023-24, an increase of more than a million on the ...

Most advisers, it seems, are tolerating data delivery from platforms and pension providers. They are being given little ...

Tatton’s Classic Core Active offering has been placed first in Defaqto’s top ten most recommended platform managed portfolio ...