The increase would “ensure that the wealthy and big corporations pay their fair share” at a level that also “rewards investment in America’s innovators, founders and small businesses,” Harris said.

These eight firms are using AI and technology to build stronger connections with clients and build business at scale.

Most Americans wish they had started saving for retirement sooner and that they hadn’t withdrawn money early from retirement accounts, a recent study says.

The Personal Finance Society is to launch a new podcast mini-series to open up the conversation about how to succeed as a female adviser.

Financial Planning firm owners see a clear generational divide between themselves and younger advisers on technology and social media, according to a new report from adviser platform Wealthtime.

Chancellor Rachel Reeves is set to scrap plans to introduce a British ISA, according to widespread reports first circulated in the Financial Times.

Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.

There were 238,000 hospital admissions funded by private medical insurance (PMI) in the first quarter of this year, a rise of 6% year-on-year, according to new data.

New calculations from pension provider Aegon reveal that it would cost £250,000 to buy a lifetime guaranteed income to match the current state pension payout.

Nine out of 10 (90%) advisers use multi-asset strategies for accumulation and decumulation, according to new research by Aegon.