Evelyn Partners generated a record £2.6bn of gross inflows in Q4 2024, with AUM closing the year at an all-time high of £63bn ...

Lumin Wealth has acquired Professional Financial Centre, an independent financial advice firm based in Berkshire.

Leading chief investment officers (CIOs) debated issues around active and passive investing, market valuations and economic ...

Finscape has launched a new investment opportunity tracker for discretionary fund managers (DFMs) and model portfolio ...

CEOs from some of the UK’s leading financial planning and advice firms debated growth, technology and regulation at Dynamic ...

Bravura is to recommend dividend payments following the turnaround in financial performance. It will pay a special dividend ...

Dynamic Planner stands out in the financial-planning industry with its commitment to end-to-end support and advanced ...

The world is experiencing a profound shift in history, marked by geopolitical tensions, economic stagnation and technological ...

Vitality has launched Pick and Play, a new reward mechanism built to bring about greater client engagement as well as ...

Selling more protection and getting more families covered would be so much easier if only people listened to us, says Phil ...

Dynamic Planner, the UK’s leading digital advice platform, has unveiled a series of technology advancements at its ...

Financial advice firms with between 6 and 50 advisers are the most likely to have adopted platform models with a degree of customisation, although without taking on the regulatory responsibilities ...