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 ...
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.
Over 15,000 customers were active in the equity release market in the final quarter of 2024 as the market showed “encouraging ...
Legislation speeding through the House of Lords will be a ‘nightmare’ for insurers and platforms who “cannot get their act ...
The ban on contingent charging has had very little impact on fees, although the number of defined benefit transfers has ...
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.
During periods of economic uncertainty being able to communicate clearly the benefits and risks of investing in an asset to clients is very important.
Green and social bonds allow investors to align their portfolios with specific environmental or social outcomes while earning a fixed income.