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Three in five wealth firms not planning to offer Targeted Support services


By Michael Griffiths

Over three in five (63 per cent) wealth management and financial advice firms are not planning to offer Targeted Support services, with only a small number planning to offer them from April, new research from the Personal Investment Management & Financial Advice Association (PIMFA) has indicated


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Three IFAs join Absolute Financial Group

Absolute Financial Group has announced the addition of three new independent financial adviser (IFA) firms to the group

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Two fifths of UK investors wish they started earlier, study finds

Two in five UK investors (40 per cent) say that their biggest regret is not starting to invest earlier, new research by Fidelity International has highlighted

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IFAs call on pension providers to innovate to engage younger generations

Independent financial advisers (IFAs) have called on pension providers to adapt how they engage with younger generations and support members across the entirety of their retirement journeys, according to People's Pension

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Majority of financial advisers delivering ‘consistent retirement playbook’

The centralised retirement proposition (CRP) for advisers has been labelled as a “consistent retirement playbook” by NextWealth

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Mattioli Woods collaborates with BlackRock to expand fund offering

Mattioli Woods has selected BlackRock to enhance its centralised investment proposition (CIP) and expand access to investment solutions for advisers and clients

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Third Financial and Firenze partner to offer estate planning solution

Third Financial and Firenze have partnered to offer an estate planning solution, with the duo delivering their first facility through the solution for the client of a UK-based boutique wealth manager

Investors must adapt to ‘complex’ responsible investment landscape

Investors must adapt to an increasingly complex responsible investment (RI) landscape in 2026, as a combination of technological, environmental and regulatory megatrends reshape opportunities and risks, according to a report from Nuveen

Elephants Don’t Forget becomes PIMFA associate member

AI-driven employee competence improvement firm Elephants Don’t Forget has become an associate member of the Personal Investment Management & Financial Advice Association (PIMFA)
Early tax year reset offers opportunity for advisers – Wealthtime

Financial advisers are reporting that over a third (34 per cent) of their clients plan to open or top up an ISA early in the new tax year, research released by Wealthtime has shown

People moves: Brooks Macdonald, AlTi Global, and Copia Capital

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