Retirement

Technology has always been central to the advice profession’s evolution, but current conditions, with the rise of AI, are unparalleled....

Zurich UK has appointed James Tait as head of corporate risk, replacing Cindy Warden who retires at the end of...

Any cut to pension tax relief in the Budget risks a loss of £50bn from UK pension funds over the...

This article focuses on the right KPIs fiduciaries should adopt to determine whether the party responsible is progressing toward the...

Selling an advice business is one of the biggest decisions an adviser will ever make. For most principals, it’s not...

The Financial Conduct Authority (FCA) has warned that investors trading Contracts for Difference (CFDs) could be putting themselves at risk...

It is the autumn finance conference season; a chance to take stock of where things are before all the usual...

Cirencester Friendly has announced the promotion of Ben Howe to chief operating officer (COO), with Shirley Fell set to retire....

Allfunds has reported a 17.9% increase in assets under administration (AuA) to €1.7trn, supported by strong client inflows and positive...

Oakley Capital Investments has appointed veteran fund manager Christopher Samuel as chair designate. The move marks a strategic step to...