AI is changing what it means to begin a career in investment management. New entrants can use AI to summarise filings, ...

An insurance boss has made a passionate plea to the entire financial services industry to commit to total signposting to ...

Just 6 per cent of the information written for investors in documents was in “plain English”, according to the Financial ...

I want to become that person that a new individual in the profession looks at and says ‘that’s who I want to be like’,” ...

The Universal MAP (multi-asset portfolio) range operated by Columbia Threadneedle has reached £6bn of assets and is used by 1 ...

A book exploring the financial and human transition from building wealth to using it has been published by financial planner ...

There are many sources of money that individuals and families have lost track of over the years, or may not have ever known ...

The Financial Conduct Authority has said asset managers should be clearer about how quickly investors can take their money ...

The announcement that Liontrust is to acquire the multi-manager fund and model portfolio business of wealth manager Hawksmoor ...

The way that advisers keep data will “significantly change” in the coming years, Advisersoftware founder, Ian McKenna, has ...

Traditional retirement rules of thumb still have a place, but advisers should treat them as a starting point rather than a ...

The explosion of AI use, including for financial guidance, has coincided with the rollout of targeted support, though Levin ...