The FCA is permanently axing the 10% portfolio drop notification rule across its handbook as part of a shake-up of MiFID investment rules.

Quilter’s advice network Quilter Financial Planning has added eight new appointed representative (AR) firms to its advice network.

Gallery Finance Ltd, a financial advice firm which provided equity release, buy to let and mortgage advice in Cheshire, has been declared in default by the Financial Services Compensation Scheme.

Model portfolios (MPS) grabbed the lion’s share of sales in the UK financial adviser distribution channel in the first half of 2025, according to new data.

In this regular column for Financial Planning Today, columnist Carly Dunningham, chair of the CISI's Financial Planning Forum, looks ahead to the CISI’s Annual Financial Planning Conference in Windsor. You can read this article and more top content in the latest issue of Financial Planning Today magazine.

Two non-executive directors of troubled WH Ireland, including chair Simon Moore, have quit today after shareholders voted to reject a plan to sell the firms’s wealth arm for £1m.

In this regular column for Financial Planning Today, Dr Matthew Connell, director of policy at the Personal Finance Society, looks at plans to limit complaint.

Schroders has sold its 49.4% stake in Schroders Personal Wealth Financial Planning arm to the Lloyds Banking Group in return for Lloyds' 19.1% stake in Cazenove Capital.

Four in five high net worth (HNW) individuals (81%) believe it is crucial for advisers to initiate conversations about philanthropy, but only one in three (33%) have experienced such engagement, according to new research.

The FCA has stripped West Sussex-based IFA Rhoss Dancey (FRN: 666823), trading as RDI Wealth Management, of its permissions to carry out regulated business.