FAs are 'delaying succession planning for too long' potentially risking the ideal exit for themselves, their business, and their clients, research from ValidPath shows. Only 31% see succession ...

I work as a paraplanner at Finura, the company I joined after finishing university and where I have been for the past six years. As first jobs go, it has been a great introduction to the world of ...

HSQ Investments has made an offer to buy the remaining shares in Kingswood in a deal worth an estimated £43m. The transaction, if approved, will remove the firm from the AIM market.

A tried-and-tested pathway to becoming a financial adviser is to start in administration and move into paraplanning first. But some may prefer a direct route.

Bowmore Wealth Group has appointed former M&G chief investment officer Jack Daniels as its new chairman. Daniels, who was a member of M&G plc’s Executive Committee, brings extensive industry ...

Good morning and welcome to your Morning Briefing for Tuesday 18 March 2025. To get this in your inbox every morning click here. Fintel core revenue jumps 22% in ‘seminal year’ Fintel’s results for ...

Whether at work or in a relationship, most of us will have experienced a battle for power at some point in our life. I certainly have — and it was exhausting.

Fintel’s results for the year ending 31 December 2024 show that the company’s core revenue jumped 22% to £68.9m, up from ...

Until I revisited Stephen McDowell's anniversary article below, I'd completely forgotten about the Y2K bug. This little scare dominated the headlines back in the late Nineties, causing many sleepless ...

Phoenix Group is “fully equipped” to capitalise on the UK annuity and retirement markets, the firm’s chief financial officer has insisted.

In protection, there’s a need to do more than engage the Gen Z and Millennial demographics. We also need to innovate.

Premier Miton Investors is calling on the UK Government, via a letter to the chancellor Rachel Reeves and City minister Emma Reynolds, to enact two immediate and joined actions in regards to Isas ...