Over nine in ten (92%) of IFAs primarily rely on referrals from existing clients to source new ones, according to a new report.
Health insurers processed a record £4bn in individual and workplace private medical insurance claims in 2024, a year on year rise of 13% (2023: £3.57bn).
Mutual society Shepherds Friendly has expanded its ISA range to include a new unit-linked Stocks and Shares ISA.
Annualised turnover rose 19% year on year to £19.36m for national IFA Continuum in 2025, according to its financial results released today.
The FCA’s new regime for high-risk securities, such as mini-bonds and loan notes, has come into force.
With less than a week until the self assessment deadline, 8.6m people have already filed their return for the 2024 to 2025 tax year, HMRC reports.
Seven in 10 people from lower socioeconomic backgrounds reckon Financial Planning has helped them feel better off, according to a new study.
More than 6,600 young people have benefitted from the CII’s and PFS’ insurance and Financial Planning virtual work experience programme since it launched in October 2023.
The cost of living remains a hugely pressing priority according to the latest data from the ONS, meaning people are focusing their finances on living rather than planning, according to Broadstone.
LGT Wealth Management has appointed Adam Parker, previously of Evelyn Partners, as a wealth manager and wealth planner in its Manchester office.