Professional Adviser looked at prices for financial advice and planning exams offered through the Chartered Institute for ...

The announcement that pensions will fall within an individual's estate for inheritance tax (IHT) purposes shouldn't have come as a huge shock to those in the industry. The shocks came back in 2014 ...

Firms that embrace technology to enhance the advice process for clients will be the ones to succeed as artificial intelligence (AI) use continues to grow, delegates heard.

Taboos around vulnerability deter more than half of clients from discussing additional support needs with their financial adviser, St James’s Place (SJP) has found.

Reforms to the inheritance tax (IHT) regime will double the proportion of deaths subject to an IHT charge creating a ‘surge in demand’ for advisers to help clients manage their estates, according to ...

Chancellor Rachel Reeves will announce plans to create pension “megafunds” through a series of reforms to defined contribution (DC) schemes and the Local Government Pension Scheme (LGPS) as part of ...

The low confidence that people have in their ability to manage their finances, and the potential regulatory landscape gives the financial advice industry an opportunity to demonstrate its value, ...

AJ Bell is cutting the ongoing charges (OCF) for its two multi-asset income funds as part of a commitment to sharing economies of scale with clients, having seen £1.5bn of inflows this year.

Laith Khalaf looks back on the seemingly endless run-up to the Budget which he says was actually worse than the speech ...

The gender pensions gap will take at least 20 years to close unless decisive action is taken, Scottish Widows has warned.

Tatton Asset Management (Tatton AM) has launched a range of passive funds targeted at IFAs. The mandates have already ...

Financial Conduct Authority (FCA) chair Ashley Alder said the regulator could have done more to keep businesses informed about the publication of an update to its 'name and shame' proposals, which is ...