More can be done to get advisers on board with exchange traded funds, according to Terry McGivern, senior research analyst at ...

Advisers and homeowners have rejected proposals for an annual property tax over concerns it is unfair and the rate of ...

Quilter Cheviot has formally appointed John Goddard as its chief executive officer, following regulatory approval. Having ...

The Personal Finance Society boss has urged members to judge the body “by the future, not by the past”. PFS president and ...

More than 60 per cent of wealth managers expect to keep investment trust exposure steady over the next six months, according to new research.

A financial planner and Personal Financial Society fellow has claimed there was a “conflict of interest” in the way the board ...

The research, which was produced as part of UK Savings Week, detailed that 19 per cent of those surveyed admitted that they ...

Saturn has upgraded its pioneering AI Meeting Notes to help advisers summarise and review client meetings. It said this ...

The UK’s “flawed” housing system costs the economy at least £1.5bn every year, a report from Santander has revealed. The report, ‘Fixing the Broken Chain’, which analysed a survey of 2,000 customers, ...

Eton Solutions, the US-based wealth management platform, has developed an AI tool that can integrate directly with global wealth managers’ and family offices’ back-end systems.

Screenshots and PDFs have long served as the fallback tools of digital record-keeping. They’re easy to create, straightforward to file, and for a long time, they seemed ‘good enough’.

Typically, an increase in the volume of mergers and acquisitions would be good news for the economy, particularly one stuck in the doldrums — which is a more generous description than some would ...