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Yumo Finance merges with Prime Financial Solutions and Mortgages

Two financial advice firms, Prime Financial Solutions and Mortgages and Yumo Finance, have...

  • Apr 16, 2024
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Property key concern for older divorcing couples but many not seeking advice

More than half – 58 per cent – of over-50s preparing to divorce will discuss the value...

  • Feb 19, 2024
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FCA asks firms about advisory changes since Consumer Duty

The Financial Conduct Authority (FCA) has written to financial adviser firms to provide in...

  • Feb 15, 2024
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Broadening access to financial services is good for personal wealth and wider society – Yassin

Making sure people from underrepresented groups and minority backgrounds have access to fi...

  • Jan 31, 2024
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Canada Life launches programme to help advisers spot biases

Canada Life has partnered with behavioural science experts We Are IB to develop an e-learn...

  • Jan 11, 2024
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Equity release adverts must reflect the holistic advice given – Osman

Advertising in the later life space has become a hot topic of late and rightly so.

  • Nov 15, 2023
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Quilter increases share in 360 Dotnet

Financial advice firm Quilter has built on its relationship with 360 Dotnet by increasing ...

  • Oct 05, 2023
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Brokers rage over ‘idiotic’, ‘irresponsible’ and ‘economically illiterate’ inheritance tax plans ‒ analysis

Brokers have been damning about the potential for the government to remove inheritance tax...

  • Sep 28, 2023
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More clients dipping into pension pots to ease cost of living struggles, say financial advisers

Almost half (46%) of financial advisers say their clients are withdrawing funds from their...

  • Aug 10, 2023
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Top broker queries focus on adverse credit, income and foreign nationals

The top three enquiries' brokers have been around residential adverse credit, residential ...

  • Aug 09, 2023
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