Financial adviser lead generation platform Unbiased reported a 106% increase in consumer traffic originating from generative AI search tools during 2025, showing AI is playing a growing role in how ...

UK advisers are increasingly looking at offshore bonds ahead of upcoming tax rule changes. David Little, partner in financial planning at wealth manager Evelyn Partners, said the firm's advisers have ...

Odey Asset Management’s (OAM) executive committee found at least 46 allegations of inappropriate conduct by founder Crispin Odey towards female OAM employees between 2003 and 2020 during an internal ...

AJ Bell has reshuffled its senior leadership team overseeing its advised and direct-to-consumer (D2C) businesses, amid a push to invest more in products across both channels. Charlie Musson (pictured) ...

UK financial advice firm Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning (AFP). The acquisition bolsters Ascot Lloyd’s assets under advice by £3.6bn taking the combined figure ...

Global professional servies group JTC Group has made leadership changes within its Luxembourg office, it confirmed today. Lee Marshall (pictured) will assume the role of head of Luxembourg for JTC, ...

Over 800,000 higher earners in the UK are missing out in around £1.4bn in pensions tax relief, new data suggests. Around 6.8 million people paid into a pension via 'relief at source' in 2023/24, ...

In this latest video in the II Awards 2025 Winners' Stories series Justin Oliver, CIO, Canaccord Genuity Funds, shares that working as a close-knit team is the secret to their success.  Cannacord ...

Fairstone is predicting a record number of firms will join its Downstream Buy-Out (DBO) acquisition programme in 2026. The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026 ...

Independent financial advisers are prioritising attracting new clients this year, with more than two thirds (69%) of advisers saying bringing in new clients is a 'high priority' for 2026, new research ...

The Federal Court in Sydney has sentenced former investment manager Rodney Forrest to six years in prison for insider trading and persuading others to trade in more than AUS$3m of Platinum Asset ...

Ask a group of financial advisers what they 'do' and you'll hear familiar answers. Investment planning. Retirement strategies. Pensions. Perfectly respectable. Entirely sensible. And yet, somehow, ...