James Godrich joined JM Finn in 2015 and is fund manager of the CSI service portfolios. Before working at JM Finn he was an ...

Financial advisers can “really concentrate” on the coaching and financial plan if they can be “open to change and adapt” to an AI-supported business.

Insurance United Against Dementia, the industry-led campaign, has reached its initial funding target of £10mn, set when the ...

When farmers protested in Westminster at the end of last year, many in the tax profession were already considering their ...

However, right now there are four main threats to businesses in the advisory sector: Phishing and other ‘social engineering’ ...

The ban on contingent charging has had very little impact on fees, although the number of defined benefit transfers has ...

Companies are showing “great resilience” to exist in the current high interest rate environment, which is presenting ...

Shackleton, formerly known as Skerritts, has reduced its platform fees for existing and new clients. The advice firm has also ...

Best consumer outcomes must always be at the forefront of advisers’ minds - but sometimes the consumer needs to understand their own selves and financial needs better.

Vanguard has given clients an extra month to “consider their options” before it introduces a monthly fee. The £4 charge for those investing less than £32,000 was due to come into force on Friday ...

Picture this: a client sits across from you, nervous but hopeful. They’ve worked hard, saved diligently, and now they’re asking, “Can I afford to retire?” It’s a moment where trust and clarity are ...

Over 15,000 customers were active in the equity release market in the final quarter of 2024 as the market showed “encouraging signs of recovery”.