Retirement

Hybrid working has reshaped the modern workplace, offering flexibility, improved wellbeing and broader access to talent. But as more firms...

Shutterstock / Lightspring Advisers and asset managers have warned about the risks of putting all their eggs in one basket...

Vitality has revealed it paid £142m in protection claims in 2024, its highest annual total to date. This represents 91.9%...

Not all private equity (PE) firms have the same goals. While the traditional model has focused on short- to medium-term...

The wealth management industry has long prided itself on the bedrock of personal relationships. For generations, the trusted bond between...

The introduction of a ten-year ‘long stop’ is among the plans to modernise the financial redress system. The proposal, to...

The Financial Conduct Authority (FCA) has confirmed a series of reforms to the UK’s capital markets regime, aimed at lowering...

M&G Investments has signed a strategic cooperation agreement with China-based Guotai Haitong Securities to help Chinese investors tap into global...

We recently held one of our PortfolioMetrix Young(er) Adviser roundtables on the topic of annual reviews. Every client is meant...

National Friendly has launched a new adviser-focused campaign to raise awareness and drive engagement around income protection (IP). The ‘Cover...