Members of the Association of Financial Mutuals (AFM) paid a record £91.5m in income protection claims in 2024. According to newly released figures, AFM members paid 94.1% of the 9,420 new claims ...

Almost all (97%) independent financial advisers expect demand to rise for bespoke portfolios managed by third party wealth managers, a new study has shown. The research, from Rathbones Group, revealed ...

When financial historians look back on the late 20th and early 21st centuries, they’ll surely conclude that no firm has done more than Vanguard to improve investment outcomes for ordinary people.

Clifton Asset Management has appointed Jo Swain as chief risk officer (CRO), strengthening its leadership team as it continues its growth strategy. Swain joins from Succession Wealth and will take up ...

The Financial Ombudsman Service (FOS) received more than 140,000 complaints in the second half of 2024. This marks a 49% increase year-on-year, with disputes related to banking, credit affordability, ...

When we think about vulnerability in clients, it’s easy to picture the obvious signs: someone visibly distressed, grieving or going through a major life upheaval. In the real world, however, ...

Warren Buffett will step down as chief executive of Berkshire Hathaway at the end of 2025, ending more than 60 years at the helm of the US conglomerate. The 94-year-old investor will remain chairman ...

Good morning and welcome to your Morning Briefing for Tuesday 6 May 2025. To get this in your inbox every morning click here. Cover story: Hidden vulnerabilities: How should advisers approach them? In ...

Picture this scenario. You’re an adviser and, suddenly every time you see a particular client, she asks for more money from her investments. This client can easily afford her increased expenditure but ...

The CFA Institute is calling on policymakers to establish clearer legal frameworks to support the global growth of digital finance, particularly as tokenisation gains traction in markets worldwide.

Plans to pressure UK pension funds into directing capital into domestic assets are "dangerous and misguided". That is the warning from Nigel Green, CEO of deVere Group, one of the world’s leading ...

We all know the Financial Conduct Authority’s Consumer Duty has reshaped regulatory expectations for financial services firms. This is particularly true when it comes to data with regulatory reporting ...