Page 5 - Your Profession News Today

Boutique Essex-based adviser network New Leaf has signed a deal with VouchedFor in a bid to improve its client experience.

Nearly half (44%) of financial advisers expect their profitability to drop due to compliance with the Consumer Duty rules.

July marks a significant milestone in the world of retirement planning as we celebrate the 50th anniversary of the introduction of small self-administered schemes (SSAS), Martin Tilley reflects…

When it comes to running an advice firm, you are guaranteed to face tough decisions on costs, charging, compliance, tech support, marketing, business development and more.

A bundle of complex tax consultations published yesterday contained a potential bombshell for anyone expecting to inherit a pension pot free of income tax, Lane Clark & Peacock (LCP) says.

Those aged between 50 and 70 who left the workforce in 2020-21 are more likely to end up in poverty in the year of exit than those in previous years, a report from the Institute for Fiscal Studies (IFS) finds.

Novia has shifted away from its image as a “digital laggard” after reporting the biggest progress of all platforms in 2023.

Jersey wealth and asset management firm TEAM has announced its acquisition of Isle of Man-based planning firm Thornton Associates.

St James’s Place has recorded a 31% slump in Q1 net inflows year-on-year, with gross inflows down 11% on last year's figures.

The full programme for our third annual Sustainable Investment Festival (SIF) has been unveiled...