AI can bring benefits to all Financial Planning firms but it should be treated with caution, like any other business tool, keynote speaker Heather Murray, founder and CEO of AI for Non-Techies, told the CISI Annual Conference today.

Distinguished Financial Planner Marlene Outrim, founder of Uniq Family Wealth, urged Financial Planners today to adopt the globally-recognised six steps Financial Planning process as one way to produce "Financial Planning heaven" for their firms.

The FCA board has appointed Liam Coleman as chair of the Financial Ombudsman Service, with the approval of the Treasury.

Veteran Financial Planner Francis Klonowski has won the CISI’s Certified Financial Planner Professional of the Year Award for 2026.

SIPP and SSAS provider and administrator InvestAcc has sold its Chartered Financial Planner business Vesta Wealth to its management in a £12m deal.

The Financial Planning profession is gradually becoming more diverse globally, according to the CEO of global Financial Planning body the Financial Planning Standards Board (FPSB).

The Financial Conduct Authority is to change its rules on long term investment funds to require investors to give 90 days notice before accessing their money.

Oliver Bourke, MD of Chartered and Accredited Financial Planning firm Mercury Wealth Management, told delegates at today’s CISI Financial Planning Conference that traditional Financial Planning firms could fail to survive the next 10 years without evolving.

Financial advisers have cited cuts to Inheritance Tax breaks and allowances as their clients’ biggest concern ahead of the Budget, with 57% saying it was uppermost in clients’ minds, according to a new survey.

AI workflow tool for financial advisers PlannerPal has raised £4.3m via a venture capital round led by AI-specialist VCT Mercia Ventures.