Latest News

Majority of financial advisers ‘failing to engage’ with the Great Wealth Transfer


By Jack Gray

More than half (52 per cent) of UK financial advisers are failing to proactively engage with clients about the ‘Great Wealth Transfer', according to research from Unbiased Pro


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Moneybox partners with Amundi to bolster wealth proposition

Wealth management platform Moneybox has partnered with Amundi to bolster its wealth proposition with the launch of three new funds

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Law firm JMW launches specialist offering for UHNWIs and family offices

Law firm JMW has launched a specialist offering aimed at catering to the needs of ultra high net worth individuals (UHNWI) and family offices

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True Potential launches AI tool to enhance adviser efficiency

True Potential has launched a proprietary artificial intelligence (AI) tool that aims to develop how advisers and clients work, helping drive better financial outcomes

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FCA publishes consultation package aimed at boosting UK investment culture

The Financial Conduct Authority (FCA) has published a package of consultations and rules aimed at improving investment culture in the UK, covering retail and professional investors, and wholesale markets

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Discretionary MPS assets rise by a third in 12 months

Discretionary managed portfolio service (MPS) assets increased by 32 per cent year-on-year to £190bn at the end of September 2025, analysis from NextWealth has revealed

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Inheritance hits record levels as billionaire wealth reaches new high

Billionaires’ heirs have inherited a record $297.8bn in 2025 as global billionaire wealth reached a new high this year, according to a report from UBS

Amati becomes independent firm after buyout of Mattioli Woods' stake

Amati Global Investors has completed the buyout of Mattioli Woods’ 49 per cent stake in the company to become an independent firm

Advice firms seeking innovative solutions amid ‘mounting pressures’

Advice firms in the UK are seeking innovative solutions to scale personalised, high-quality advice amid mounting pressures from fragmented tech, regulatory complexity, and a widening client expectation gap, according to Ortec Finance and NextWealth
Retail investors pull £4.5bn from funds in October

UK retail investors withdrew a net £4.5bn from funds in October, the latest figures released by the Investment Association (IA) have shown

Schroders to launch blended MPS and introduce seven new funds to Active Model Portfolios

Schroder Investment Solutions (SIS) has announced plans to launch a new blended model portfolio service (MPS) and add seven new component funds to its Active Model Portfolios

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