Over the last few weeks, there has been a lively debate in the financial advice trade press about the rival merits of managed (or model) portfolio service (MPS) investment solutions and multi-asset ...

Evelyn Partners CEO Paul Geddes has cautioned that capital gains tax (CGT) hikes could have a “stifling” effect on ...

With the highly anticipated Autumn Budget coming up, advisers will have to navigate tax changes and consider the implications ...

The government is expected to increase the amount it raises from inheritance tax (IHT) in the Autumn Budget, according to ...

The CEO of the Financial Conduct Authority, Nikhil Rathi, has acknowledged that the FCA “clearly has more to do” to show that ...

Personal Finance Society (PFS) president Anthony Ward has decided to leave the PFS board as his term in post comes to an end.

Roger Brosch talks robo advice in his latest column for PA. Here he explains why he is pinning his undiminished hope on a new breed of digital and hybrid ...

FCA chief data, information and intelligence officer Jessica Rusu said this is part of the regulator's "ongoing commitment to innovation". The lab will be made up of four components: AI Spotlight, AI ...

Consilio Financial Planning financial adviser Catherine Morgan talks to Professional Adviser about her career change from accountant to adviser ...

First operating loss since 2008 The PFS fell into an operating loss (of £327,00) in 2023, for the first time since 2008 and the third time in 20 years. A PFS spokesperson declined to "speculate" when ...

Laith Khalaf shares his thoughts on a recent performance of the 'Bailey-Pill double ...