There are clear benefits to writing life policies in trust. Clients can specify who they want to receive the payout, which is ...

Adviser has announced the removal of the product administration charge for SIPP and Onshore Bond products for all new and ...

Wealthify has announced the appointment of Jessie Kwok as its new chief investment officer (CIO), succeeding Colleen McHugh. Kwok joins from Investec, where she was senior investment director for over ...

Hymans Robertson has announced the appointment of Kathryn Fleming as head of DC Consulting, effective from April 2025. She ...

MetLife UK has strengthened its leadership team and growth strategy with the appointment of Phil Jeynes as head of individual ...

Bath-based advisory firm Fidelius has outlined its expansion plans with a business rebrand. Fidelius plans to double assets ...

With technology evolving all the time, should firms choose those bits of tech they deem the best from different providers, or ...

Good morning and welcome to your Morning Briefing for Monday 17 February 2025. To get this in your inbox every morning click ...

P1 Investment Services has announced the appointment of James Fouche as investment account manager. Fouche has over 11 years’ ...

Advisers can take one of two routes when choosing their tech stack: the ‘Best of breed’ route, where they pick and choose ...

Love may be priceless, but Valentine’s Day isn’t! In this Weekend Essay, Tom Browne explores the financial side of romance – why big spending doesn’t equal big love and how thoughtful ...

I’ve sometimes pondered writing a Weekend Essay solely on the press releases I receive daily. Some of these are truly bizarre. As the editor of a finance magazine, for example, I’m not sure I ...