Special situations funds can be tricky to define. One popular school of thought holds that they consist of struggling, ...

Speculation that chancellor Rachel Reeves will announce plans to free up billions from defined benefit pension schemes has ...

Andrea Montague took over as chief executive of £17.9bn wealth management firm Brooks Macdonald in October 2024, but what ...

Bringing on wealth managers that reflect the next generation of clients is key for businesses in 2025, according to Gareth ...

Women are much less engaged than men when it comes to talking with their financial advisers, with 14 per cent not involved in ...

It is a myth that social media is only about lead generation and advisers should not underestimate the value of it, according ...

The Income Protection Task Force has launched its “7 Claims Stories” project to shine a light on the claims process and make ...

Some 91 per cent of mortgage brokers are optimistic about their business growth over the next year, research conducted at ...

Many financial education initiatives, in schools and the workplace in particular, have been created over the past decade.

Just 20 per cent of advisers’ clients are under the age of 45, with 44 per cent falling between the 46-60 age bracket.

Anecdotally, 2024 was the year of the pre-nup for family lawyers in England and Wales, with never-before-seen numbers of ...

The shock announcement in the chancellor’s first Budget that from April 2027 unused pensions will be included in the value of ...