ValidPath has launched a comprehensive succession and acquisition solution designed to help advisers exit and retire.

Europe stands at a crossroads. The region faces a defining moment in which it must redefine its role in a rapidly changing ...

Lucy Bristow, chief customer officer at Wealthtime, has stepped down after seven years at the platform, including two in her ...

I have read that buying an annuity is a bet on how long you live. Every year, it probably gets repeated hundreds of times.

Transact and Plannr have announced a new integration which will speed up the account opening process - saving time and ...

Legal & General has unveiled Spark, a new digital platform designed to centralise and enhance its group protection services.

Brooks Macdonald has announced a new name for its growing financial planning business. The new brand, Brooks Financial, comes ...

I’ve made no secret of the fact I think artificial intelligence has, in the past, often been over-hyped - particularly in the ...

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and ...

There has been a mixed reaction to calls by the Treasury Select Committee for urgent reform of the Lifetime ISA (Lisa). In a report published today (30 June), MPs warned that Lisas may be steering ...

Setting up and scaling a financial advice business is no small feat. For many firms, guidance from experienced C-suite leadership can be transformative – helping steer strategy, sharpen operations and ...

Fairstone Group has announced that its founder and chief executive Lee Hartley will step down from the CEO role to become ...