Latest News

Private banks risk missing ‘$100trn+ opportunity’ amid rise in women’s wealth


By Jack Gray

Private banks are at risk of missing an over $100trn opportunity as many are failing to adapt their approaches to women’s financial needs, according to a report from HSBC Private Bank


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AJ Bell launches three new portfolios in Gilt MPS range

AJ Bell Investments has expanded its Gilt MPS range with the addition of three new portfolios amid a ‘surge’ in adviser demand

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MoneyAge Awards 2026: Open for entries

Entries for the MoneyAge Awards 2026 are now open for firms across the personal finance space serving clients across the UK

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Advise Wise launches Referral Hub to support advisers

Later life sourcing platform Advise Wise has added to its adviser offering with the launch of its new Referral Hub

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FCA posts warning on firm’s ‘unsuitable’ financial advice

The Financial Conduct Authority (FCA) has issued a warning that HDH Investment Services may have given unsuitable financial advice to some of its customers

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A quarter of UK adults lack confidence in accessing trustworthy advice

More than one in four (26 per cent) adults in the UK do not feel confident about how or where they could access trustworthy financial advice if they needed it, research from Opinium has found

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Addepar launches native AI ‘experience’ for its platform

Addepar has launched its new native artificial intelligence (AI) ‘experience’, Addison, which has been embedded within the platform

Royal London reports annual net inflows of £4.1bn

Royal London has reported that its net inflows totalled £4.1bn in 2025, as the mutual returned to growth following £1bn in outflows in 2024

Govt urged to introduce investor visa to retain HNWIs

The government should introduce an investor visa to stem the flow of high net worth individuals (HNWI) leaving the UK and improve international competitiveness, according to Utmost Wealth Solutions
Aviva’s Wealth business sees net flows rise to record £10.9bn

Aviva’s Wealth business saw its net flows increase by 6 per cent year-on-year to a record high of £10.9bn in 2025, its annual report has revealed

46% of IFAs in a network generate first commission in four weeks

Forty-six per cent of independent financial advisers (IFAs) that join a network generate their first commission within four weeks, according to research by ValidPath

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