The FCA and the PRA have published joint proposals to boost diversity and inclusion across the financial services sector and to help tackle the scandals that have hit the industry. In a consultation paper published today, the regulators also outlined measures to make it easier for finance workers to speak out or challenge behaviour they […]

While the three letters have attracted criticism from the left and the right in the past year, constructing portfolios reflecting sustainable values is still in demand.

It’s not all hard luck and even harder times in country music. Sometimes the songs are about making money — and they can offer some sage advice on what to do with it.

Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.

National Financial Planning firm Fairstone has this week moved into a new flagship office HQ, formerly used as the head office of sportswear firm Nike. The new HQ building is in Doxford International Business Park on the outskirts of Sunderland. Fairstone says the new building will help act as a “catalyst” to spur further expansion of […]

  Financial Planning Week, the CISI-backed, consumer-focused annual consumer campaign, has been pushed back from October to mid-January. The event is traditionally held each year in October and is designed to promote the benefits of Financial Planning to millions of UK consumers. It means for the first time it will not coincide with World Financial […]

The move comes amid the banking giant’s push to increase its headcount of advisors working with ultrahigh net worth clients.

Inheritance Tax Receipts increased £300m year-on-year to £3.2bn in the five months from April to August, according to the latest data released today by HMRC. This continues the upwards trend over the past decade, as one in every 25 estates are caught by the tax. The number of estates paying the tax has been pushed […]

Transact has scooped the UK Platform of the Year 2023 Award in the Schroders UK Platform Awards held in London last night. More than 500 guests attended the black tie awards evening hosted by broadcaster and writer Kate Silverton for the 14th time. The annual awards were held at the Hilton Park Lane in London’s […]

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.