Jenna Brown

Firms that embrace technology to enhance the advice process for clients will be the ones to succeed as artificial intelligence (AI) use continues to grow, delegates heard.

Royal London has reduced the number of portfolios available through its Governed Portfolio range as it moves to simplify the offers.

Farmers, many of whom are today protesting in Westminster about Budget inheritance tax (IHT) changes, have been urged to work with their advisers to formulate a plan to mitigate against the “devastating” rules.

Inheritance tax (IHT) receipts for April to October 2024 were £5bn - an increase of £500m compared to the same period last year, latest figures show.

It’s been all-go at FCA headquarters of late as the organisation faced criticism from MPs in a scathing report on its efficiency and integrity, or lack thereof.

Swedish wealth manager Söderberg & Partners has invested in three more IFA businesses across the UK.

Quilter Financial Planning, the firm’s advice network, has expanded with the addition of five more appointed representative (AR) firms.

National advice firm Milecross Financial has bought Buckinghamshire-based The Martin Cliffe Practice (TMCP) in its fourth acquisition deal of 2024.

Treatment of vulnerable clients will be a key focus of the Financial Conduct Authority’s (FCA) work in the first half of next year and firms should be prepared for it to take “appropriate regulatory action” if necessary.

The Financial Conduct Authority (FCA) has set out its pensions-focused targeted support proposals in an industry consultation as it moves to tackle the advice gap.