Regional equity funds dominated the leaderboard of the most popular funds chosen by advisers on the AJ Bell Investcentre platform in 2022.

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Wednesday, 21 December 2022
Articles

Inheritance tax receipts have continued to soar for the government, with an expectation of further rises due to thresholds being frozen until 2028.

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Parmenion has added DFM portfolios from wealth manager RBC Brewin Dolphin and investment manager Morningstar to its adviser platform.

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One in five (21%) financial advisers plan to make changes to their investment propositions in 2023, according to a new report.

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In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.

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The contribution to EBITDA from Financial Planning firm Tavistock’s advisory business rose 56% year-on-year to £1.4m for the six months ended 30 September.

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TSB Bank has been fined £48.65m by the FCA and PRA for "operational failures" that led to customers being unable to access banking services.

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Monday, 19 December 2022
Articles

The next Budget will take place on Wednesday 15 March, the Treasury said today.

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Chartered Financial Planning firm Attivo has appointed two new directors to boost growth for the firm in 2023.

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Rising bills due to the cost-of-living crisis is the main factor driving retirees over 50 back to work, according to new data from the Office for National Statistics published today.

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