Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.

Royal London has backed a call by the Office of Tax Simplification which could lead to life insurance policies being automatically exempted from Inheritance Tax to save families money.

Clifton Asset Management has launched a new investment platform, Viewpoint Portfolio, which is set to provide the foundation for a number of new strategic initiatives by the South-West based financial services provider.

The Financial Services Compensation Scheme (FSCS) has today published “indicative numbers” that illustrate how its levy will be distributed across firms in 2019/20.

7IM has revealed its Sustainable Balance Fund has reached £100m assets.

New research has revealed that more than a third of UK retail investors have altered investments as a result of things they have read on social media.

Four parking scheme firms, investments in which were sold through SIPPs providers, have slumped into administration.

Fintech firm Wealth Wizards has launched a regulated digital independent financial adviser, available to users via employers.

Mattioli Woods group managing director Murray Smith is to stand down, the firm has revealed today. 

XPS Pensions Group has revealed pension changes could lead to a £260bn accounting gap.