Fast-growing Chartered Financial Planning firm Progeny has appointed Sam Murton as its new chief operating officer.

Adviser platform Novia Financial has merged its operations and technology teams under the direction of chief technology and operations officer Eden Scrivenger.

SIPP provider Curtis Banks has launched a new tree planning initiative that will see more than 38,000 trees planted during 2023.

A change in the way financial advisers think about risk can lead to better outcomes for those in or approaching retirement, according to fund data provider FE Investments.

British workers don’t understand how the State Pension works, while many struggle on even the basic aspects of how the state retirement system works, according to a new report.

Acquisitive digital wealth manager Verso Wealth Management, which snapped up several Financial Planning firms last year, has appointed former Brown Shipley chief executive Alan Mathewson as group chief executive.

The Personal Finance Society has launched its 2023/24 PFS Personal Finance Awards and Financial Planners and firms have until 14 July to enter.

The Financial Services Compensation Scheme has launched an investigation into Newport-based Niche Independent Financial Advisers Ltd (FRN: 472635).

More than half of financial advisers reckon the FCA’s thematic review of retirement income advice should recommend a different investment approach for clients in decumulation compared to those in accumulation.

Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.