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Advisers agree they remain accountable for investment governance when outsourcing


By Jack Gray

The majority of financial advisers agree that they remain accountable for investment governance despite the shift towards outsourced portfolio management, a study for Raymond James has found


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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UK risks becoming ‘nation of company sellers’ rather than scale-ups

The UK is at risk of becoming a nation of company sellers rather than scale-ups, as a rising number of business owners consider whether the rewards of further growth justify the risk and effort, Rathbones Group has warned

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Plum receives regulatory approval to deliver targeted support

Fintech Plum has received authorisation from the Financial Conduct Authority (FCA) to offer targeted support through its investment entity Saveable

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People moves: Amber River, Canaccord Wealth, and W1M

The latest appointments in the wealth management industry

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Advice firms report surge in IHT and pension queries ahead of Budget

Financial advice firms have reported a surge in enquiries relating to inheritance tax (IHT) and pensions ahead of the Autumn Budget, according to The Personal Investment Management & Financial Advice Association (PIMFA)

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Finli Group makes five acquisitions in Q3

Financial planning business Finli Group completed five acquisitions in the third quarter of 2026

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Estate practitioner clients withdrawing from pensions ahead of IHT changes

Clients are withdrawing money from their pensions earlier or faster than planned due to the forthcoming changes to inheritance tax (IHT), according to members of the Society of Trust and Estate Practitioners (STEP)

Wealthy investors eye VCTs as tax rises loom

More than a third of wealthy investors would be more likely to invest in venture capital trusts (VCT) if taxes rise further, despite a sharp fall in fundraising following a cut to income tax relief, research from Wealth Club has found

First Wealth acquires Kent-based wealth management firm

Financial planning firm First Wealth has acquired Accumulate Wealth Management (Kent) for an undisclosed sum
Just 2.3% of family businesses prepared for exit

Advisers believe just 2.3 per cent of families considering a business exit are ‘fully ready’, according to a report from Julius Baer

AI one of the 'most influential' advisers in the UK

Artificial intelligence (AI) is one of the most influential advisers in the UK, with tools shaping financial decisions over an estimated £47.7bn of UK savings and investments, The Lang Cat has stated

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