Treasury AI in financial services inquiry ‘an opportunity’ for advisers
Provision of financial advice is already being impacted by AI
Author: Alex Sebastian
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The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
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Gold heading for fresh highs as inflation and tariff fears rise
Central banks have been acquiring more
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PEOPLE MOVES: Marlborough, Rathbones Group, Tyndall IM, Edentree IM
Former Columbia Threadneedle multi-manager team member joins Marlborough
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Schroders CIO: DeepSeek AI disruption highlights need for resilient portfolios
US markets took a tumble on Monday as the DeepSeek news filtered through
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P1 Investment Services launches ‘all-in-one’ adviser portal
Tackles the ‘massive problem’ of siloed data across multiple systems
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LV= launches Platform Services option for advisers
The new offering uses Embark’s technology to give advisers using LV= greater choice by bringing multiple products together in one place
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Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
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PEOPLE MOVES: CFA UK, AllianceBernstein, Rathbone AM, Artemis, KBI GI
New chief executive named
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‘Damning’ report says HMRC has damaged trust in the tax system
HMRC’s customer services have ‘deteriorated even further’
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IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead