Most platforms sign up to transfer charter

The majority of the UK’s investment platforms have signed up to The Platform Association’s transfer charter.

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Average lifetime giving nears £5k a year as retirees act to avoid IHT

Retirees are giving away £4,522 a year on average to loved ones, according to research, as fears about inheritance tax shift the focus to lifetime transfers.

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Bank of England bucks trend of global interest rate hikes to hold at 3.75%

The Bank of England’s Monetary Policy Committee has voted to hold interest rates at 3.75% for the sixth successive meeting today (17 September).

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Cathi Harrison on Verve's next phase and building a sustainable Foundation

Verve founder Cathi Harrison says the business is focused on using artificial intelligence to reduce costs for advisers, while a new long-term funding commitment is allowing the Verve Foundation to build a more permanent infrastructure.

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'Fools gold' warning as more than half of consumers embrace AI for decision-making

Most consumers are using artificial intelligence to make decisions, according to new research, but trust issues remain, creating opportunities for advisers to embrace the tech while focusing on a superior human service.

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FNZ CEO steps down

FNZ CEO Blythe Masters has stepped down from her role following a leadership reshuffle.

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The morality regulator? Has the FCA gone too far on non-financial misconduct?

Gareth Fatchett returns to PA with a look at the FCA's non-financial misconduct remit and says regulated status should carry responsibilities - it should not require sainthood...

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Most client meetings happen without one of the advised couple present

Advisers are being urged to get the whole family involved when it comes to financial planning after research found most client meetings occur with key members absent.

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People Moves: Royal London names Bríd Meaney as chief customer officer

In this live blog, Professional Adviser brings together all the people moves news in the advice industry, helping you to see the latest joiners and leavers.

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Client confidence boost from advice review in retirement fades after six months

Retirees need regular reassurance that their spending is on track, according to research, with only four in ten believing they are using the right amount of their pension savings.

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Guaranteed income integration critical to guided retirement success

Guaranteed income can be successfully integrated into UK guided retirement solutions without mandating annuitisation, latest research from Nuveen and the TIAA Institute reveals.

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Can investors with ethical considerations really avoid AI?

Some people want to actively screen AI from their investment portfolios over ethical concerns. Ian Aylward explores whether this is possible...

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Lifetime ISA penalties sting more than 150,000 savers

Tens of thousands more Lifetime ISA savers paid a penalty to access their money than successfully used the product to buy a home, according to the latest official statistics.

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PA Awards 2027: Submit your entries by Friday

Financial planners, providers, firms and specialists from across the sector have just a few days left to submit their entries for the 2027 Professional Adviser Awards.

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Ex-Verso WM duo set up 'values-led' North West advice firm

Former Verso Wealth Management associate directors Lydia Taft and Michael O’Neill have opened their own advice firm Next Step Financial Planning.

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Titan Wealth to provide financial education to pro cricketers

Titan Wealth has teamed up with the Professional Cricketers’ Association to provide its members with financial education.

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Market Movers: Rising fuel costs result in CPI jump to 3.1%

In this live blog, Professional Adviser brings together all the relevant markets and investment news from inflation to equities and bonds and currency movements.

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'Prepared, informed and confident': Getting clients match fit for 28 October

Andrew Tully looks ahead to 28 October when chancellor John Healey makes his first Budget speech...

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DWP seeks small pension pot default consolidator solution

The Department for Work and Pensions (DWP) has launched a consultation on implementing the multiple default consolidator solution to address the small pots problem in the defined contribution market.

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FCA's CP26/10 lets firms gather less - it doesn't let them assume more

Mark Buck argues that as the FCA relaxes what advisers must gather, the file still needs to show who actually said what, and when…

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Will the incoming stocks and shares ISA cash interest levy impact platforms?

A 22% tax on cash interest in stocks and shares ISAs is due to come into force in April 2027. With many still waiting on clarification of the rules, some have raised concerns over how the tax will interact with platforms offering the tax wrapper.

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Anthropic rolls out Claude for US financial advisers

Anthropic has rolled out an artificial intelligence tool specifically designed for financial advisers in the US.

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The data quality gap wealth managers can see but haven't yet closed

Data used to be considered a deep back-office function sitting under an IT umbrella, but, in recent years, it has re-emerged under a bright corporate spotlight, writes Preya Patel

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Fintel targets 35% margin as Plannr pipeline runs into thousands of licences

Fintel is targeting a 35% “natural run rate” for group margin as it focuses on organic growth, artificial intelligence and technology following a period of acquisition and integration, CEO Matt Timmins has said.

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Partner Insight: Where is the value in securitised credit?

Securitised credit issuance is rising. But with market volatility still elevated, where does the opportunity set lie, and where should investors remain cautious?...

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Next gen group takes on young adviser shortage

Financial planning needs to do more to attract young people, according to adviser Hollee Vivian, one of a group of practitioners behind a new initiative aimed at tackling the profession’s ageing workforce.

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P1 platform to offer Business Relief ahead of pension IHT changes

P1 Platform has made PXN Investment’s inheritance tax planning service available through a direct technology integration with the platform.

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People Moves: Chartered financial planner rejoins The Aspire Partnership

In this live blog, Professional Adviser brings together all the people moves news in the advice industry, helping you to see the latest joiners and leavers.

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Crispin Odey loses appeal to overturn FCA ban and fine

The Upper Tribunal has rejected Crispin Odey’s appeal to overturn the FCA’s decision to ban and fine him over a “lack of integrity”.

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How quality investing behaves through the cycle

In the second of a two-part series on quality investing, Joseph Stephens and Laura Neill look at how quality businesses have performed through different market conditions, where the approach has struggled, and what this means for portfolio construction...

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