Wealth manager and Financial Planner Quilter has acquired app-based fintech NuWealth to open up new opportunities in hybrid digital advice.

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The Personal Finance Society is to launch a new podcast mini-series to open up the conversation about how to succeed as a female adviser.

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Financial Planning firm owners see a clear generational divide between themselves and younger advisers on technology and social media, according to a new report from adviser platform Wealthtime.

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Chancellor Rachel Reeves is set to scrap plans to introduce a British ISA, according to widespread reports first circulated in the Financial Times.

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A wealth manager and Financial Planner firm, Facet Investment Management Limited, has gone into administration.

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Employee-owned Financial Planning firm Paradigm Norton has appointed experienced lawyer Philippa Hann to be its new chief executive designate.

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There were 238,000 hospital admissions funded by private medical insurance (PMI) in the first quarter of this year, a rise of 6% year-on-year, according to new data.

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Wednesday, 04 September 2024
Articles

Investment and wealth manager M&G is to exit the digital platform market and will merge its life and wealth divisions in a major shake up for the company.

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The Financial Ombudsman Service has reported a record 8,734 fraud and scam cases in just a three-month period this year, the highest ever quarterly level.

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New calculations from pension provider Aegon reveal that it would cost £250,000 to buy a lifetime guaranteed income to match the current state pension payout.

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