ValidPath has launched a comprehensive succession and acquisition solution designed to help advisers exit and retire.

Europe stands at a crossroads. The region faces a defining moment in which it must redefine its role in a rapidly changing ...

I have read that buying an annuity is a bet on how long you live. Every year, it probably gets repeated hundreds of times.

Lucy Bristow, chief customer officer at Wealthtime, has stepped down after seven years at the platform, including two in her ...

Legal & General has unveiled Spark, a new digital platform designed to centralise and enhance its group protection services.

Brooks Macdonald has announced a new name for its growing financial planning business. The new brand, Brooks Financial, comes ...

Transact and Plannr have announced a new integration which will speed up the account opening process - saving time and ...

I’ve made no secret of the fact I think artificial intelligence has, in the past, often been over-hyped - particularly in the ...

There has been a mixed reaction to calls by the Treasury Select Committee for urgent reform of the Lifetime ISA (Lisa). In a ...

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and ...

Setting up and scaling a financial advice business is no small feat. For many firms, guidance from experienced C-suite leadership can be transformative – helping steer strategy, sharpen operations and ...

There’s been a lot of conversation lately — surveys, articles, reports — all focused on how to attract more women into ...