Jan 2, 2025 · 2024 has been a busy year, with elections and geopolitical strife clouding the outlook. Nevertheless, the backdrop of falling inflation and interest rates has generally been …

2 days ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance

Jan 2, 2025 · Brendan Llewellyn lists some resolution ideas for advisers to consider as we emerge from holiday hibernation and look ahead to 2025…

Jan 3, 2025 · Pearce began her career as a part-time mortgage-adviser at Leeds Building Society and latterly became a compliance consultant. She progressed to become a financial planner …

Jan 24, 2025 · With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over …

Nov 26, 2024 · Here they are. The first set of shortlists for the 2025 Professional Adviser Awards…

Sep 17, 2024 · Professional Adviser warmly invites financial planners, providers, firms and specialists from across the industry to submit entries for the 2025 Professional Adviser Awards.

Jan 8, 2025 · Foster Denovo has made its first acquisition of 2025 with the purchase of Verum Wealth. This buy marks the firm's seventh acquisition in just over a year and adds £87m of …

2025 will be a pivotal year for financial advisers as they navigate an increasingly complex tax environment shaped by the Autumn Budget, Triple Point retail strategy director Diana French …

Jan 27, 2025 · In celebration of Financial Planning Week 2025, Octopus Money today (27 January) unveiled new data revealing the age profile of its average customer in 2024 was 38 …