After 20 years in the profession, moving away from just advising on mortgages allowed David Stirling to work with a broader range of clients.

The Chartered Insurance Institute has apologised after a 17-year-old aspiring financial adviser was prevented from taking an exam he had booked online because of rules applying to candidates under 18.

Defaqto has identified the most recommended personal pensions and self-invested personal pensions (Sipps) by advisers for the first half of 2026, based on recommendations through Defaqto Engage.

Greater scrutiny on value for money is “appropriate and necessary” when it comes to model portfolios. Daniel Nilsson, senior portfolio manager at Isio Investment Management, said this about the ...

National financial planning firm Shackleton Advisers has appointed two brand ambassadors and become the headline sponsor of Nathalie McGloin Racing. The official ambassadors are the Honourable ...

The revival of the healthcare sector has been a long time coming. Even 12 months ago investors were scratching their heads ...

The Financial Ombudsman Service has said that its “core purpose is not changing” as it announced reforms to streamline and modernise the redress process. Speaking to FT Adviser, James Dipple-Johnstone ...

Founder of Continuum, Martin Brown, will retire at the end of August after more than 30 years in the advice sector. Continuum is headquartered in Plymouth and was bought by M&G Advice in 2022. Brown, ...

Three in 10 people trust artificial intelligence tools to give them guidance about their pension, research from Scottish Widows has found. According to data from the firm’s latest Retirement Report, ...

The Financial Ombudsman Service has announced new powers to dismiss complaints as part of reforms to streamline and modernise the redress process. Following a joint consultation with the Financial ...

Atlantic House is set to rebrand after being taken over by WisdomTree earlier this year. From September, the derivatives ...

Advisers should look beyond the label when it comes to ESG investments, according to Jordan Donaldson, investment director at ...