Investors put £530m into funds in November, the highest monthly total since May 2025, according to the latest data from the Investment Association.

Cash and bond funds were less popular with investors on Fidelity’s Personal Investing platform in December amid signs investors may be shifting towards investing rather than hold cash.

Tavistock-based Financial Planning firm Hansford Bell is to host its first conference for advisers to encourage collaboration within the local Financial Planning community.

The Aberdeen Equity Income Trust and Shires Income PLC are to combine to create an investment trust with net assets of over £300m.

Emma Lovell has been appointed as the new CEO of STEP, the global professional body for trust and estate practitioners.

Two senior executives are to leave London-based wealth manager and Financial Planner Brooks Macdonald after the company announced today that it would combine its distribution and investment management teams.

HSBC has appointed Ida Liu as CEO of HSBC Private Bank.

Savers put £5.1bn into cash ISAs in November, following Budget concerns about the future of the annual allowance.

Nine in 10 advisers (88%) expect a rise in investment returns over the next decade, driven by an upward trend in equities, according to a new report.

Consolidator Verso Wealth Management has acquired Midlands-based Chartered Financial Planning firm Everlong Wealth Limited for an undisclosed sum.