US government bonds have long been part of multi-asset client portfolios, with investors owning them as a source of income, ...

gained thousands of new customers in the first half of the year, pushing its membership to over 1mn, according to its interim ...

Conditional selling can wipe out nearly two years’ worth of work for some smaller mortgage brokerages, SJ Mortgages director, ...

The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, ...

In a recent survey exploring the sentiment of UK independent financial advisers towards US equities, 57 per cent of ...

Consolidation of the UK defined contribution market is not new; it has been a consistent trend for more than a decade.

Laura Cornely has stressed she is not trying to “elbow human advisers off the stage” after some were sceptical about her new ...

An investor who went to sleep on New years Day and woke up just in time to take a summer holiday at the end of July might ...

Rathbones estimates 3,524 estates will be hit with IHT bills of over £500,000 by the end of the 2025—26 tax year, based on an average annual increase of 8.74 per cent, assuming the trend since 2022 ...

The total debts run up by St James’s Place partners to buy books of business or other practices within the firm has risen to ...

Two-thirds of advice firms have raised their minimum level of investable assets since the introduction of consumer duty two ...

Firms planning on providing the Financial Conduct Authority’s targeted support must digitise customer vulnerability processes ...