Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions
Tax & Regulation | 14 Nov 24
EV adds inheritance tax functionality to its financial planning tool
The new feature provides advisers with an IHT liability illustration
People Moves | 13 Nov 24
@sipp appoints Josh Legg to expand UK presence
In January of this year, the @sipp management team completed a successful buyout
North America | 13 Nov 24
Janus Henderson launches income ETF
The portfolio is primarily invested across fixed income sectors in a portfolio of US and non-US debt securities
Technology | 12 Nov 24
AI beats ESG for impact on adviser businesses
The research points to advisers worrying about rising competition from AI




