Articles
Digital wealth manager Verso Wealth Management has recruited Brown Shipley’s James Robertson as client director to help built its new investment service, Verso Private Client (VPC).
Tatton Core Active remained the most recommended platform managed portfolio solution (MPS) in the second quarter of the year
One in five (20%) people who use Financial Planners or advisers say they are “very concerned” about the prospect of them retiring and a further fifth (26%) say they are “quite concerned”.
Financial adviser and ISA provider London Court Limited (FRN 146522) has entered creditors’ voluntary liquidation less than a year after the FCA placed restrictions on the firm.
An extra 1.2m people are facing a worse retirement lifestyle than in 2023, according to the annual retirement report from Scottish Widows.
More...
New data on the nation’s finances published by the Office for National Statistics today showed that the UK saving ratio now stands at 11.1%, higher than it was before the pandemic.
The Chartered Insurance Institute (CII) has appointed three new group board members, including Chartered Financial Planner Roger Jackson.
Only one in 20 independent financial advisers currently use AI despite half believing it presents an opportunity for their businesses, according to a new study.
Hargreaves Lansdown has given more time for a private equity consortium to firm up its £5.4bn offer for the company as its latest trading update revealed it had reached a record AUA of £155.3bn.