AJ Bell is cutting the ongoing charges (OCF) for its two multi-asset income funds as part of a commitment to sharing economies of scale with clients, having seen £1.5bn of inflows this year.

Professional Adviser looked at prices for financial advice and planning exams offered through the Chartered Institute for ...

Firms that embrace technology to enhance the advice process for clients will be the ones to succeed as artificial intelligence (AI) use continues to grow, delegates heard.

Taboos around vulnerability deter more than half of clients from discussing additional support needs with their financial adviser, St James’s Place (SJP) has found.

If the Personal Finance Society (PFS) decided to cut ties with its parent organisation the Chartered Insurance Institute (CII) it would not be an easy break and members would suffer, the latter’s CEO ...

Chancellor Rachel Reeves will announce plans to create pension “megafunds” through a series of reforms to defined contribution (DC) schemes and the Local Government Pension Scheme (LGPS) as part of ...

Reforms to the inheritance tax (IHT) regime will double the proportion of deaths subject to an IHT charge creating a ‘surge in demand’ for advisers to help clients manage their estates, according to ...

The low confidence that people have in their ability to manage their finances, and the potential regulatory landscape gives the financial advice industry an opportunity to demonstrate its value, ...

The announcement that pensions will fall within an individual's estate for inheritance tax (IHT) purposes shouldn't have come as a huge shock to those in the industry. The shocks came back in 2014 ...

Advisers are adopting centralised retirement propositions (CRP) following the Financial Conduct Authority’s (FCA) thematic review on retirement income advice, according to a recent study by Wealthtime ...