The Chartered Institute for Securities & Investments (CISI) has joined other professional bodies in calling for stronger governance on the ethical threats for financial professionals using AI (Artificial Intelligence).

Funds under direction for adviser platform Transact rose 16% over the past year to a new record high of £74.2bn as at 30 September (30 September 2024: £64.1bn).

Two thirds of financial advisers (64%) expect a rise in Corporation Tax in the Budget on 26 November, according to new research.

Financial Planning Today has been named as a finalist for 'Personal Finance News Outlet' in the PFS Annual Awards for 2025/26 which will be presented in London next week.

Private equity-backed wealth manager MKC Wealth has acquired four independent financial advice firms for undisclosed sums.

Wealth manager Brooks Macdonald has today reported outflows of £49m in the quarter ended 30 September.

London dominates the UK regions where households are least likely to be on track for an adequate retirement income, according to new research.

Jupiter Fund Management saw net inflows of £0.3bn in the third quarter, as the asset manager entered recovery following large outflows last year.

L&G is to launch an AI-powered customer service platform for its workplace savings, retail protection policy and annuities customers in a move which is claims will help advisers deliver better outcomes to their clients.

The Information Commissioner’s Office (ICO), the data regulator, has fined outsourcing business Capita £14m for failing to protect the security of 6.6m pension savers’ records.