‘I’ve seen small firms give the best and worst financial advice’
Some of the “best and worst” financial advice both come from small businesses, Melo's chief executive Victoria Hicks has claimed. Speaking during a panel debate on whether consolidation is killing...
View ArticleBadenoch pledges to scrap inheritance tax on family homes
Conservative leader Kemi Badenoch has pledged to exempt family homes from inheritance tax under the next Conservative government, as she set out a longer-term ambition to abolish the tax altogether....
View ArticleSuccession planning should start from day one, advisers told
Advice firms that fail to plan properly for succession risk causing foreseeable harm to clients, advisers have warned. Speaking at MMI London yesterday (6 October), Purposeful Group chief client...
View ArticlePhil Wickenden: The danger of feeling covered when it come to care
Imagine someone reading about a National Care Service and thinking, “At least that’s being sorted.” An understandable response, with potentially expensive consequences. The government proposes...
View ArticleScottish Friendly buys in-payment books of business from Fidelity
Financial mutual Scottish Friendly has today (7 October) completed its acquisition of pension and annuity in-payment books of business from Fidelity International. The deal adds £2.3bn to Scottish...
View ArticleFundraiser launched for family of whistleblower Simon Andriesz
A fundraising campaign has been launched to support the family of Simon Andriesz following his death in Thailand last month. Andriesz was the British whistleblower who raised concerns about alleged...
View ArticleOff the Record: Joe Simpson –‘I like the pressure of winning and losing’
Joe Simpson spent 17 years playing professional rugby, including spells at Wasps and Gloucester, and appearances for England. But while rugby became his career almost by accident, finance was always...
View ArticleFairstone adds £170m AUM with Sussex firm acquisition
Fairstone has added £170m in assets under management (AUM) through the acquisition of Sussex-based Foundation Financial Planning. The Haywards Heath firm, which serves more than 400 clients across the...
View ArticleThe Morning Briefing: Investors ditch equities for bonds as yields climb;...
Good morning and welcome to your Morning Briefing for Wednesday 7 October 2026. To get this in your inbox every morning click here. Investors ditch equities for bonds as yields climb UK investors...
View ArticleInvestors ditch equities for bonds as yields climb
UK investors pulled a net £858m from equity funds in September while adding more than £1bn to bonds and cash, as rising yields boosted the appeal of lower-risk assets, according to Calastone. The...
View ArticleAmanda Newman Smith: Why role models matter in business
Starting your own business in financial services is often a very personal decision borne of a particular set of circumstances. But deciding what kind of company you want to create – particularly in...
View ArticleFidelity expands ZeroKey integration to intelliflo advisers
Fidelity Adviser Solutions has expanded its ZeroKey partnership to intelliflo users, giving advisers one-click client onboarding and reducing the need to rekey data across systems. The move builds on...
View ArticleAdvisers urged to rethink low-risk portfolios for inflation era
Advisers should reassess traditional low-risk portfolios as a more inflation-prone environment raises the risks associated with bond-heavy strategies, delegates at Money Marketing Interactive heard....
View ArticleAdvice profession needs ‘diverse blood, not just new or young’
The industry needs to remove the barriers preventing new and diverse entrants from joining the profession if it is to recruit the next generation of financial professionals. Speaking at MMI London 2026...
View ArticleM&G: Following up on pensions and IHT
A little over a year ago, nearly 2,000 advisers attended an M&G webinar on the upcoming changes to pensions and IHT, which generated many questions around the scope of the new rules. A year in and...
View ArticleFinfluencers should be ‘rounded up and sent to Abu Dhabi’, says adviser
Financial advisers need to do more to counter the influence of unregulated social-media finfluencers as consumers increasingly turn to TikTok and artificial intelligence for financial guidance....
View ArticleAnna Butcher: Why advisers need to understand neurodivergence
The world of financial services is changing, but we're looking in the wrong direction. Open LinkedIn on any given morning and you'd be forgiven for thinking the profession has become obsessed with AI....
View ArticleThe Morning Briefing: APPG calls for FCA whistleblower probe; National...
Good morning and welcome to your Morning Briefing for Tuesday 6 October 2026. To get this in your inbox every morning click here. APPG calls for FCA whistleblower probe after Andriesz death A...
View ArticleAPPG calls for FCA whistleblower probe after Andriesz death
A parliamentary group has called for an independent investigation into the Financial Conduct Authority's handling of whistleblowers following the death of former banker and whistleblower Simon...
View ArticleJoe Simpson: Finding the middle ground between drawdown and annuities
Advisers and planners are familiar with the conventional trade-off between drawdown and annuities when engaged in retirement income planning. Drawdown offers their clients income flexibility, access to...
View Article
![[TVRIP] Vertex Force [バーテックスフォース] 第01話](http://animerss.com/img/TVRIP-Vertex-Force.jpg)
