Dynamic Planner has added agentic artificial intelligence (AI) to its platform for financial advisers. The firm said the ...

Pensions have come through Chancellor John Healey’s first Budget largely unscathed, providing relief to both those nearing ...

Seven funds have achieved a five FE crown rating for the first time in FE fundinfo’s latest rebalance, while North American equity funds experienced some of the sharpest downgrades. The FE fundinfo ...

Defaqto is launching a new rating system to assess funds and portfolios without an established performance history ...

Two thirds of financial advice firms (66%) have seen an increase in enquiries about inheritance tax and estate planning, ...

Freyr Investment Management, an estate planning specialist, has launched. The firm said it has identified a gap in the market ...

AJ Bell has reported net inflows rose 37% to £9.7bn for its full financial year to 30 September. This was derived from gross ...

Hargreaves Lansdown is launching its own in-house money market fund in collaboration with BNY Investments. The fund will be ...

Quilter has reported a core net inflow of £8.9bn for the year to date, representing a 31% year-on-year rise. For the third ...

Eight in 10 (82%) financial advisers expect to increase MPS usage over the next three years, according to research by ...

PA Adviser spends a week in the life of Keith Balmer, portfolio manager, multi-asset solutions (EMEA) at Columbia ...

Inheritance Tax (IHT) receipts totalled £936m in September 2026, according to HMRC data. This marked a large jump from the £671m recorded in September 2025 and beat the £871m recorded in June 2026.