Jen Frost

The Odyssey may now be unfolding on screens everywhere all at once (though good luck getting an IMAX ticket), but the financial advice and wealth management world has this week been glued to another saga.

Newly appointed chancellor John Healey must limit tax speculation and offer clarity and stability as he gets on with the job, financial planning professionals have said.

Tavistock Investments (Tavistock) and Titan Wealth Services (Titan) have agreed to settle legal proceedings that centred on a failed ten-year strategic partnership agreement.

Tavistock Investments (Tavistock) has bought advice technology and back-office support business Plus Group, in a deal worth up to £16m, and is expected to rebrand as Vertex Group.

St James’s Place (SJP) CEO Mark FitzPatrick faced an analyst grilling on adviser retention this morning (29 July) during an investor half year results call.

Today is Consumer Duty’s third birthday and its impact on the profession and financial services more widely is undeniable.

Paul Taylor, the former CEO of Blue Horizon Asset Management (BHAM), has been banned from working in financial services and fined almost £500,000 over false claims in bids to buy a UK bank and football club Reading FC.

The artificial intelligence investment landscape has developed at pace in 2026 so far. PA editor Jen Frost speaks to investment managers for their key takeaways on volatility, bubble talk and rapid use case developments.

Chesnara has reported continued growth for its UK onshore bonds propositions, driven by recent and incoming tax changes.

Standard Life is gearing up to add inheritance tax (IHT) planning into its adviser proposition and to go live with a targeted support offering around the end of this year.