Latest HMRC figures out today reveal that the total government tax ‘take’ jumped £8.9bn year on year in the latest five month period.

The number of cash ISAs increased 11% to 7.9m in the 2022/23 tax year but the number of Stocks and Shares ISAs fell, according to latest figures from HMRC.

Leaders from Envestnet, J.P. Morgan Asset Management and Dimensional Fund Advisors discuss how technology has made it both easier and yet more challenging for advisors to manage portfolios on their own.

Large exchanges argue some of the changes could make it more costly for them to offer rebates to brokers in return for order flow.

Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a “soft landing” remain to be seen.

Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a “soft landing” remain to be seen.

Fintech and investment provider Timeline has partnered with The Pension Lab to offer a digital solution to automate and streamline the Letter of Authorisation (LOA) process for advisers.

Some investment and SIPP providers have been retaining interest earned on cash-holdings to subsidise loss-making platforms, according to an FCA study published today.

Nearly three in 10 (28%) of over-60s with over £200,000 in investable assets or household income have failed to ring-fence money to fund later life care they may need, a new report says.

Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America’s investment bank, Merrill and the firm’s private bank.