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Advice firms ‘running out of road’ due to outdated models


By Jack Gray

Advice firms are “running out of road” as the models used to build the UK advice industry are now holding it back, a joint white paper has argued


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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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Investment platforms moving ‘decisively’ to address AI-powered cyber threats

Retail investment platforms are moving ‘decisively’ to address the challenges posed by artificial intelligence (AI)-powered cyber threats, leading a coordinated response to a sharp rise in cyberattacks, a report from The Platforms Association and Deloitte has stated

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Government IHT receipts rise in May while CGT take falls year-on-year

The government’s inheritance tax (IHT) receipts increased in May 2026, while its capital gains tax (CGT) take fell year-on-year, according to the latest figures from HMRC

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WealthAi launches AI-driven client management solution

WealthAi has announced the launch of an AI-powered client management solution for wealth managers and private banks

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Investors reshaping portfolios in preparation for greater market volatility

Global investors are reshaping portfolios as they reassess traditional asset allocation and look towards active management amid geopolitical uncertainty and market concentration, according to a study from Schroders

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Cross-border financial planning firm AAF Financial Planning Europe launches

A new firm aiming to simplify cross-border financial planning for British expats in Europe, AAF Financial Planning Europe, has launched

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Fenchurch Advisory Partners to combine with Broadhaven Capital Partners

Investment banking advisory firm Fenchurch Advisory Partners has entered into a definitive agreement to combine with Broadhaven Capital Partners to create an international investment bank serving the financial services sector

AI could reshape retirement planning but raises 'new risks'

Artificial intelligence (AI) is set to play a growing role in how people plan for retirement, but it should complement rather than replace human advice, Aon has argued

Aviva secures FCA approval to launch targeted support service

Aviva has received regulatory approval from the Financial Conduct Authority (FCA) to provide targeted support to its customers, becoming the latest firm to launch services under the regulator's new regime
UK facing ‘growing pressures’ as a global wealth hub amid surge in HNWI migration

The UK is facing growing pressures as an international wealth hub, with tax reforms and policy shifts prompting high net worth individuals (HNWI) and their families to reassess their options, according to Henley & Partners’ Private Wealth Migration Report 2026

Platforms lack ERI reporting tools despite offering offshore funds

Investment platforms lack excess reportable income (ERI) liability reporting tools, despite offering offshore funds, analysis from Financial Software Ltd (FSL) and Raw Knowledge has found

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