When farmers protested in Westminster at the end of last year, many in the tax profession were already considering their ...

The Financial Conduct Authority has secured a confiscation order of almost £6mn against convicted fraudster Guy Flintham.

Simple Financial Planning has partnered with London-based fintech Sikoia to “transform” broker workflows through secure ...

James Godrich joined JM Finn in 2015 and is fund manager of the CSI service portfolios. Before working at JM Finn he was an ...

Simon Walls, interim executive director of markets at the FCA, said: “We’re opening the door for corporates to issue bonds in small sizes so that a wider range of investors can invest in them. That’s ...

The Financial Conduct Authority is set to look at claims management companies submitting high volumes of complaints to the Fos but achieving low uphold rates.

Financial advisers can “really concentrate” on the coaching and financial plan if they can be “open to change and adapt” to an AI-supported business.

Best consumer outcomes must always be at the forefront of advisers’ minds - but sometimes the consumer needs to understand their own selves and financial needs better.

Picture this: a client sits across from you, nervous but hopeful. They’ve worked hard, saved diligently, and now they’re asking, “Can I afford to retire?” It’s a moment where trust and clarity are ...

Vanguard has given clients an extra month to “consider their options” before it introduces a monthly fee. The £4 charge for those investing less than £32,000 was due to come into force on Friday ...

Paraplanners and IFA administrators do not need to fear losing their jobs to the AI revolution: but they do need to evolve with it.