US-owned wealth manager and Financial Planner Raymond James and Charles Stanley has appointed Kim Jenson as interim CEO, subject to regulatory approval, after CEO Paul Abberley stepped down.

Planners have urged investors not to make any knee-jerk reaction to the newly introduced import tariffs from the US government.

Financial Planners have shrugged off Chancellor Rachel Reeves' Spring Statement as having little effect on their clients.

One in seven high net worth individuals have no will, trust or expression of wishes in place for passing on their wealth, a new report warns.

High net worth women are much less engaged than HNW men when it comes to conversations with their financial advisers, according to a new study published to coincide with Financial Planning Week which launches today (Monday 27 Jan).

Over two thirds (67%) of high-net-worth (HNW) women have seen their net worth increase when divorcing their partners, according to a new report.

Pension advice requests are dominating advisers' inboxes, with 9 out of 10 new requests from clients including retirement planning questions, according to a new report.

Inheritance tax (IHT) receipts are on course to be around 40% higher than three years ago following the first seven months of official data for the current tax year.

A quarter (26%) of investors didn’t understand the changes made by the Chancellor in the Autumn Statement, according to research published today.

Nearly three in 10 (28%) of over-60s with over £200,000 in investable assets or household income have failed to ring-fence money to fund later life care they may need, a new report says.