4+ day, 14+ hour ago   (507+ words) Shackleton Advisers has agreed to acquire Aberdein Considine Wealth (AC Wealth), adding around £800m in assets under management and advice (AuMA) to its business. The deal will take Shackleton’s total assets under management and advice in Scotland to more than £1.3bn. AC…...

5+ day, 14+ hour ago   (755+ words) Equity fund outflows reach £15.16bn as investors turn to cash UK investors continued to pull money from equity funds in August, marking the 14th month of outflows in the last 15, according to Calastone’s latest Fund Flow Index. Equity funds recorded net outflows…...

1+ week, 3+ day ago   (879+ words) Markets are never short of opinions. One day investors are worrying about inflation, the next it’s geopolitics, rates, AI or any number of other concerns. The details change, but the challenge remains the same: how do you make good decisions…...

2+ week, 1+ day ago   (916+ words) For a couple of years, AI-related tech stocks have been setting records for valuations, IPOs and spending. Reservations have grown regarding the heights that just a few companies have pushed the value of indices; the top ten US stocks now…...

2+ week, 4+ day ago   (294+ words) UK savers have consolidated over £250m in savings through Aegon’s pension app Mylo, which encourages pension scheme members to take control of their finances. Mylo enables members to track and consolidate lost and forgotten pensions. Aegon will continue to invest in…...

2+ week, 6+ day ago   (526+ words) Aviva has today (24 August) launched an integrated high value proposition to support advisers in addressing the complex and evolving needs of high-net-worth clients. The proposition brings together expertise across Aviva and Aviva Protection UK (formerly AIG Life) to create a…...

3+ week, 2+ day ago   (690+ words) HMRC tax receipts hit £322.7bn as advisers warn of IHT and CGT traps HMRC collected £322.7bn in total tax and national insurance contributions between April and July 2026, marking a £19.1bn increase on the same four-month period last year. The surge in tax intake…...

3+ week, 5+ day ago   (1167+ words) The FCA has warned wealth managers to strengthen standards around fees, fair value and financial crime controls, while managing the risks associated with growing AI adoption across the sector. Lucy Castledine, director of consumer investments at the FCA, said the…...

3+ week, 5+ day ago   (1081+ words) The state pension is a valuable part of retirement income. Secure, inflation-linked and backed by the state, it can provide a foundation for retirement planning, shaping how clients draw on pensions, Isas and other assets throughout later life. Despite its…...

3+ week, 5+ day ago   (450+ words) Tax changes are forcing advisers to rethink how they use tax wrappers, with 88% saying wrapper decisions have become more complex over the past three years. The findings, from research commissioned by AJ Bell and conducted by Ad Lucem, also show…...