W1M, the wealth and investment management firm founded in 2024 to serve high-net-worth and ultra-high-net-worth individuals, has confirmed the Wenyu Bai W1M appointment…

Annuity sales rose in 2025/26 across every major product category, with Pensions Age Magazine reporting that total annuity purchases increased by 13.2% to…

Assets held in discretionary model portfolio services (MPS) are on course to pass £250 billion before the end of 2026, with Platforum reporting…

AI chatbot financial advice is changing the texture of client meetings in ways that have received little attention: not by replacing advisers, but…

HMRC inheritance tax underpayment by wealthy individuals has reached a suspected £392m for the year to 31 March 2026, a rise of 14%…