More than half (52%) of retail investors are aware of the FCA’s Sustainability Disclosure Requirement (SDR) investment labels but vague wording and jargon remain the biggest barriers to investment in sustainable funds.

Financial Planner and wealth manager Saltus has bought Newcastle-based Financial Planning firm Lowes Financial Management for an undisclosed amount.

The FCA says it will take more time to consider its plans to extend the Sustainability Disclosure Requirements (SDR) regime to portfolio management.

Nearly three-quarters of independent financial advisers (72%) see the burden of compliance and regulatory change as their primary concerns.

The Financial Ombudsman Service (FOS) is normally seen as a bastion of stability but this view has been rocked in the past week with the sudden and unexpected departure of CEO and Chief Ombudsman Abby Thomas.

To delete or not delete (emails) - that is the thorny question the FCA has had to face and a move which forced one of its senior execs to defends its email deletion plans this week.

I’ve had a few wake up calls recently that have reminded me that I am now officially too old to die young. 

We have had a few ‘interesting’ interactions with clients and providers this week. One client is struggling with their bank. In essence, they have banked with them for over 50 years, and have always had a ‘personal banker’. They used to be called bank managers….

High Net Worth Individuals (HNWI) say their confidence in the economy has almost halved since Labour came to power, according to a new report by wealth manager Saltus Wealth.

A third of investors (31%) are increasing their ISA contributions to avoid paying additional tax under the Capital Gains Tax changes announced in the most recent Budget, according to new research.