PA Adviser spends a week in the life of Keith Balmer, portfolio manager, multi-asset solutions (EMEA) at Columbia ...

Four in five pensions professionals (80%) are confident collective defined contribution schemes can improve retirement ...

Families in the United Kingdom paid £315m in inheritance tax (IHT) on gifts in the past year, according to TWM Solicitors.

Marlborough has hired a trio of investment managers to expands its Personal Portfolio service.

Financial advice software specialist Intelliflo has acquired Mabel Insights. The deal brings Mabel’s research, portfolio ...

The Financial Conduct Authority (FCA) has launched a consultation into how fair redemption terms work for funds that invest ...

Talk of debt crises is rife. Inflation and rising bond yields threaten to make government debts unserviceable. The UK media often paint this as a UK-specific problem of fiscal mismanagement. It’s ...

St. James’s Place (SJP) has made a number of changes to the manager line-up for its global and UK funds. The wealth manager has appointed five new external fund managers to its global fund as it moves ...

PIMCO has made its Retirement Income model portfolio service available to UK financial advisers. There are three multi-manager models in the range, designed to give advisers a ‘practical investment ...

If I were to ask: ‘How personalised does financial advice need to be in order to be suitable?’ you would, I imagine, tell me it depends on the situation. You would likely note that regardless of a ...

The FCA published two documents this year. Read separately, they’re interesting. Read together, they tell you where advice is going. Starting with the Mills Review and the engagement around it, there ...

Artificial intelligence is poised to reshape the UK defined contribution (DC) pensions market as employers and staff become comfortable with its use, according to research from WTW. Employers are ...