Dan Cooper

Schroders has agreed to sell Benchmark, its UK integrated financial advice business, to Söderberg & Partners as it continues to reshape its wealth

The FCA has published a landmark review predicting artificial intelligence will reshape financial services by the end of the decade

EV has announced the appointment of Chet Velani as Chief Executive Officer (CEO) to lead the business as it enters a new phase of growth.

Women must be brought into estate planning conversations earlier ahead of the inclusion of unused DC pensions in estates from April 2027.

Brooks Macdonald has reported a turnaround in flows as it also confirmed it will scrap fees on cash in its discretionary portfolios.

One Four Nine Group has appointed Lucy Bristow as chief operating officer, strengthening its senior team as the business looks to grow.

Good morning and welcome to your Morning Briefing for Thursday 8 July 2026. To get this in your inbox every morning click here. Brooks Macdonald returns

Most of the MM Meets I've conducted have been done within an hour. With Chet Velani, the conversation is still going nearly two hours later.

The upcoming changes to inheritance tax on unused pensions are triggering a 'seismic shift' in adviser conversations with clients.

The Personal Finance Society has said it will use some of its cash reserves to continue to attract new talent into the advice profession.