Global ‘megatrends’ and evolving client expectations are giving rise to an interconnected system of personalisation, transparency and technology, requiring wealth managers to “dramatically rethink” how they deliver services, according to a new report from MSCI

Defaqto has revealed the top 10 most recommended platform managed portfolio solutions (MPS) from 2024 by value, with Tatton Core Active taking the top spot

Wealth managers in the UK have been encouraged to think about how best to adopt artificial intelligence (AI) following the government’s recently announced AI Opportunities Action Plan

Retirement savings are "under threat" after the announcement that pensions will be subject to inheritance tax (IHT) from 2027, according to research from Charles Stanley Direct