AJ Bell’s strategic asset allocation (SAA) for 2025 has moved to an emerging market (EM) ex-China stance. AJ Bell said China ...

Did you set yourself a new year resolution? If you did, you’re not alone. According to research from the pollster YouGov, ...

Quilter has been dubbed the most recommended adviser platform in 2024 by Defaqto, followed closely by Aviva. There was a ...

Quilter has said it intends to provide an update on its review into ongoing advice fees in March following a one-year ...

Good morning and welcome to your Morning Briefing for Wednesday 22 January 2025. To get this in your inbox every morning click here. New CEO for Transact Transact chief executive Jonathan Gunby has ...

Transact chief executive Jonathan Gunby has announced he will retire from the business in March 2025. Current chief ...

Inheritance tax receipts for April to December 2024 are £6.3bn, which is £600m higher than the same period last year, ...

Incoming Republican majorities in Congress have promised various policy changes for the federal government. But first, they ...

The Personal Finance Society (PFS) has today (22 January) published a new Good Practice Guide for advisers about economic ...

New pensions minister Torsten Bell has confirmed that auto-enrolment thresholds will remain frozen for 2025/26. In a written statement published today (21 January), Bell said that the automatic ...

Perspective Financial Group made five more acquisitions in December 2024 and by doing so added £375m of assets under advice.

There are lots of people gravitating towards AI as the answer, and happy to charge a premium. There are some groundbreaking ...