Transferring wealth between generations is as important to clients of Financial Planning firms as retirement, a new study reveals.

Gross advised platform sales were a record £22.1bn in the first quarter, according to new data.

Jersey-based wealth manager and fiduciary Equiom has promoted experienced executive Vicky Stables to be managing director of its Jersey office.

One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.

The Upper Tribunal has upheld a ban on two "reckless" financial advisers who were involved in 1,470 mostly 'flawed' pension transfers worth over £392m.

The FCA is to launch a sweeping review of 11,000 requirements and limitations covering 9,000 regulated firms.

Expanding Bath-based Chartered Financial Planner Fidelius has merged with London-based wealth manager Timothy James & Partners (TJP).  

Fund and wealth manager M&G has struck a long-term partnership deal with Dai-ichi Life, one of Japan’s biggest investment and insurance companies.

Wealth manager Evelyn Partners has become the first official wealth management partner of Saracens Rugby Club.

Dan Olley, CEO of Hargreaves Lansdown, is to leave the firm less than two years after taking up the helm.