FT Adviser
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Posts from the editorial team behind the multi-award-winning website - covering everything that's relevant to UK financial advisers and their wider market.
Inside Legal and General’s £730mn model portfolio range https://www.ftadviser.com/content/40d23542-1f1c-4174-88be-a5d971de9aed
Inside Legal and General’s £730mn model portfolio range
The “service” in model portfolio service is becoming increasingly important and a source of growth in a market that has been deluged with new entrants, according to Nicola Morgan Brownsell, head of multi-asset partnership strategies at Legal and General.
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US stock markets fall as Meta spending plans affect share price https://www.ftadviser.com/content/91798b47-0c11-460a-9118-cb0373b33d86
US stock markets fall as Meta spending plans affect share price
American markets were impacted by falling prices of technology stocks this week.
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Smart money app Plum secures targeted support approval https://www.ftadviser.com/content/0c0cb72a-4e00-464b-8912-7453c86c0549
Smart money app Plum secures targeted support approval
Smart money app Plum has been authorised by the Financial Conduct Authority (FCA) to offer targeted support through its investment entity Saveable Limited.
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Awareness, training and support: is this how we tackle the adviser shortage? https://www.ftadviser.com/content/9373d7b3-de1a-4d6a-96c8-6844f771f411
Awareness, training and support: is this how we tackle the adviser shortage?
A combination of increased awareness, different forms of training, and better support systems for small firms could help to address the adviser shortage and introduce more people to the profession.
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FCA calls for end of ‘tickbox compliance’ at financial firms https://www.ftadviser.com/content/d860c807-f90e-4802-bb38-8f2c9d9e4538
FCA calls for end of ‘tickbox compliance’ at financial firms
The Financial Conduct Authority is considering whether it is time to revisit the traditional ‘three lines of defence’ model as part of efforts to reduce unnecessary compliance burdens across financial services.
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How a passion for financial education has inspired one adviser https://www.ftadviser.com/content/cbf69f9f-1559-491c-8ed6-a790e90cff67
How a passion for financial education has inspired one adviser
A passion for financial education inspired Bri Wealth Management financial adviser, Thomas Forrester, to take up a career in advice.
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Fintel buys Mortgage Brain in £38.4mn deal to ‘create connected ecosystem’ https://www.ftadviser.com/content/292a9129-74fd-46d8-8734-a6ebe15a5600
Fintel buys Mortgage Brain in £38.4mn deal to ‘create connected ecosystem’
Technology provider Fintel has bought Mortgage Brain for £38.4mn.
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‘My parents’ divorce showed me what I want to change for my clients’ https://www.ftadviser.com/content/7982ee16-c50f-430e-861b-38b533d6caf3
‘My parents’ divorce showed me what I want to change for my clients’
Seeing the anxiety caused by her own parents’ divorce shaped the career of Rakhee Wood, founder and adviser at Butterfly Financial Planning.
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TPR outlines ‘hidden’ AI risks in pension portfolios https://www.ftadviser.com/content/e24481a9-f508-4137-a790-7441cf97bae7
TPR outlines ‘hidden’ AI risks in pension portfolios
The Pensions Regulator (TPR) has published guidance to help trustees identify and manage potential hidden AI-related investment exposure.
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How improving company culture has led to better outcomes for LV clients https://www.ftadviser.com/content/c1b6c04d-3b1b-498e-9d45-7836e73c029d
How improving company culture has led to better outcomes for LV clients
Four years after he first stepped on to the Bournemouth landmark that has become known locally as the ‘LV Roundabout’, chief executive David Hynam says his greatest achievement has been putting a “great culture” in place.
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PFS recognises eight individuals and firms at Personal Finance Awards https://www.ftadviser.com/content/13294197-a587-4ce3-9eb6-c653fa2b7230
PFS recognises eight individuals and firms at Personal Finance Awards
The Personal Finance Society (PFS) has named the winners of its 2026/27 Personal Finance Awards, recognising eight individuals and firms for their contribution to high standards, specialist advice and consumer trust.
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‘End of the trust as we know it’ if Saba wins Baillie Gifford US Growth vote https://www.ftadviser.com/content/2e97c650-beb9-481c-8330-003a95fa2283
‘End of the trust as we know it’ if Saba wins Baillie Gifford US Growth vote
A Saba takeover would be the “end of the trust as we know it” for the Baillie Gifford US Growth Trust.
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‘Clients are now being paid to take fixed income risk’ https://www.ftadviser.com/content/7c612fb0-fa6c-415d-acb1-9dfbd953d6f6
‘Clients are now being paid to take fixed income risk’
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Bond yields now high enough to offer inflation protection https://www.ftadviser.com/content/ee924918-643a-430e-a7f4-523f57d14ad5
Bond yields now high enough to offer inflation protection
A narrative is driving markets that bonds are mispriced due to the prevailing rate of inflation being four years out of date, according to David Roberts, head of fixed income at Nedgroup Investments.
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Inside Rathbones’ new service for clients with assets of more than £5mn https://www.ftadviser.com/content/62275b87-f6ea-428f-b025-8e4f2e3dda36
Inside Rathbones’ new service for clients with assets of more than £5mn
A desire to have more clients with assets above £5mn has led to Rathbones’ decision to create a new department for ultra-high-net-worth individuals.
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AJ Bell hits record platform assets as customers grow by 24% https://www.ftadviser.com/content/d4fdbfde-025a-488b-8896-9477a970ca9b
AJ Bell hits record platform assets as customers grow by 24%
AJ Bell reached record platform assets of £126bn in the year to September 30, up 22 per cent from the previous year.
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Model Office launches AI-powered regulatory dashboards https://www.ftadviser.com/content/84384bd6-09fa-49cd-87af-9043949d9eb4
Model Office launches AI-powered regulatory dashboards
Model Office has launched its AI data analytics dashboards, designed to help financial advice and wealth management firms move from periodic compliance assessments to continuous always-on regulatory monitoring.
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Self-employed workers risk losing £70k in retirement savings as Budget nears https://www.ftadviser.com/content/7aa28438-a27d-4614-b9fc-336ef9375f7a
Self-employed workers risk losing £70k in retirement savings as Budget nears
Chancellor John Healey delivers his first Budget next week, with pension tax relief and salary sacrifice already dominating speculation.
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Q&A: What are the myths around private market investment trusts? https://www.ftadviser.com/content/585af5c9-f9d4-4458-a2e5-77125f5a9d45
Q&A: What are the myths around private market investment trusts?
Pension funds have been at the vanguard of allocations into private equity, seeking long-term, income-generating investments which bear little correlation to other asset classes within the portfolio, but whose characteristics can help them match their long-term liabilities.
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FCA to publish simplified advice rules alongside Fos case studies https://www.ftadviser.com/content/dd34749f-16f9-4a1a-ad23-11ded9b834bb
FCA to publish simplified advice rules alongside Fos case studies
The Financial Conduct Authority is preparing to publish updated rules on simplified advice alongside case studies developed with the Financial Ombudsman Service (Fos).
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How to talk to clients about philanthropic giving https://www.ftadviser.com/content/8dd24a0f-9817-475d-a193-f5c6159b534b
How to talk to clients about philanthropic giving
Donating to charity is not about the amount but the intention behind it - and that makes giving a much easier conversation to have with clients than some advisers might think.
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Former CEO of firm that sold high-risk mini-bonds banned and fined £270k https://www.ftadviser.com/content/0234293b-1567-4e15-9010-7ba66a10a980
Former CEO of firm that sold high-risk mini-bonds banned and fined £270k
A former chief executive has been banned by the FCA after he dishonestly acted as a front for a disqualified director using the company to sell high-risk bonds.
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‘No room for complacency’: Mansion House signatories hold £11.1bn in UK private markets https://www.ftadviser.com/content/b39745e2-5430-4c41-96a7-bd75317d3205
‘No room for complacency’: Mansion House signatories hold £11.1bn in UK private markets
Companies that signed up for the Mansion House Accord held a total of £22.1bn in private markets as of the end of 2025.
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Tavistock enters sale talks with Atomos https://www.ftadviser.com/content/35cb3572-1bbe-4592-abd4-11ad05e54736
Tavistock enters sale talks with Atomos
Tavistock Investments has agreed to sell its King Financial Planning (KFP) arm for £3mn and has entered talks with Atomos for the potential sale of Tavistock Group Holdings Limited.
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Should academies improve diversity reporting? https://www.ftadviser.com/content/92083525-8f17-44b1-b271-96fc3662a0bd
Should academies improve diversity reporting?
Firms should look to collect data on the age, ethnicity and gender of their advice academy recruits to better understand how to attract a wide range of people to the profession.
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