Marlborough has hired a trio of investment managers to expands its Personal Portfolio service.

Financial advice software specialist Intelliflo has acquired Mabel Insights. The deal brings Mabel’s research, portfolio ...

The Financial Conduct Authority (FCA) has launched a consultation into how fair redemption terms work for funds that invest ...

The Fed is being forced to defend its credibility using policy tools that may do little to address the real sources of price ...

The industry often equates more information with better advice. But in reality, more is not always better ...

Capital gains tax (CGT) receipts jumped to £24.2bn in the 2024 to 2025 tax year, according to numbers released by HMRC. This represented an 89% increase in the total sum versus the previous year, ...

PA Adviser spends a week in the life of Vince Childers, head of real assets multi-strategy at Cohen & Steers. Week commencing 17 August. The alarm is set for 5am. As always, I’m awake before it gets ...

PIMFA has raised concerns over the FCA’s Simplifying Consumer Investment Disclosures consultation. The regulator is seeking to make improvements to the rules around the disclosures required to sell ...

Nearly nine in 10 financial advisers and 86% of paraplanners say tax wrapper decisions have become more complex over the past three years, according to research commissioned by AJ Bell. The research, ...

Royal London, Aviva and Quilter were the three most recommended personal pension providers by advisers in the first half of 2026, according to data from Defaqto. The three held onto their positions in ...

Forvis Mazars has cut its UK equities weighting as part of its third quarter managed portfolio service (MPS) rebalancing. The firm also trimmed holdings of US mega-cap tech stocks in favour of broader ...

St James’s Place (SJP) has increased exposure to Japanese equities across multi-asset portfolios in its latest asset allocation rebalance. The firm said it ‘modestly’ increased exposure, with ...