Jack Gray

Advice propositions that blend robo-advice and human interaction are reducing the risk of retirement poverty, according to analysis by Defaqto.

B2B wealthtech platform Allfunds has announced the launch of Allfunds Navigation Assistant (ANA), an AI-powered feature that seeks to enhance user experience.

The Financial Conduct Authority (FCA) has fined Richard Fenech and Heather Dunne, and banned them from working in financial services, due to pension transfer advice failings.

The Investment Association (IA) has set out its plans for future growth to support the UK economy and boost individuals' financial resilience.

UK wealth management firm Saltus has appointed Andy Cawker as chair of its asset management division.

Almost half (47 per cent) of UK adults earning £40,000 or more a year are planning to increase their investments in 2025, research from digital wealth manager Sidekick has found.

Gretel has partnered with J.P. Morgan Asset Management and Rathbones Asset Management to help investors find their share of an estimated £2.8bn of lost and dormant investments in the UK.

The Financial Services Compensation Scheme (FSCS) has revealed that 13 firms were declared in default in October and November 2024.

Following a volatile year of rising geopolitical tensions and shifting investment markets, the wealth management industry looks ahead at what 2025 may bring and the potential trends impacting the UK wealth and advice sectors.

Quilter Financial Planning has announced it has added a further three appointed representative firms to its advice network.