UK advisers say they are seeing a ‘renewed case’ for offshore bonds ahead of upcoming tax rule changes. Standard Life said in December it expected trusts and onshore and offshore bonds to increase in ...

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, ...

Vanguard has announced it is cutting the fees across its £52bn LifeStrategy funds range and reducing the funds' bias towards UK assets. The firm will slash the fees on its flagship multi-asset ...

Hargreaves Lansdown is making a raft of changes to its fee structure to cater to the evolving needs and behaviours of its clients. The investment platform said the amendments mark the first major ...