There’s an old saying in investment: when someone strikes gold, buy the local hardware shop and sell shovels to prospectors.

Clients need to be reminded that normal investing includes great moments and terrible moments, according to Dan Atkinson, ...

The increase in mortgage lenders’ income multiples has been a “massive game changer”, according to Eli Kosiner, head of mortgages at HFMC Wealth.

Consumer duty has helped model portfolios mature, but not “moved the dial” for the product range. Panellists at FT Adviser’s Financial Advice Forum discussed how consumer duty had influenced due ...

Access to data is a huge issue for advisers working with platforms, according to panellists during a session at ...

The Financial Conduct Authority has clarified that savers cannot always cancel their decision to take a tax-free lump sum ...

Regulation has really hindered the ability for simple information to be imparted, according to Keith Richards, chief executive of the Consumer Duty Alliance. Speaking on a panel at FT Adviser’s ...

Investors and allocators need to “show discipline” and stay the course in the face of geopolitical flare ups. FT Adviser’s Financial Advice Forum, held at the Hilton London Tower Bridge today ...

The Financial Services Compensation Scheme has outlined the challenges it is grappling with and how it is tackling them through its five year plan.

People are a complicated species, according to financial advisers, with so many different needs and ambitions, which is what makes the life of a financial adviser so enriching for Rebecca Penny.

The recent Court of Appeal judgment in Entwistle vs Helliwell attracted widespread interest for its staggering facts as much as the law. The key takeaway from the judgment is that fraudulent ...

Advisers report being “weighed down” by technology, a new report from NextWealth reveals. The one theme it identified that ...