Rathbones is to launch a new ‘true active’ model portfolio service range as the first in a series of new offerings following its merger with Investec Wealth & Investment.

Financial Planning firms are reporting year on year growth in average client portfolio size and their firm's AUM, according to Financial Planning Today's annual survey of the profession.

The number of pension transfers has risen to its highest level since August 2023, indicating that they may be regaining popularity.

The LIBF professional body is changing the way is assesses its Advanced Diploma in Financial Advice to move it towards more practical elements.

Half (48%) of financial advisers expect the more relaxed regulatory framework brought about by Targeted Support to be an opportunity to attract new clients in the next 18 months, according to a new report.

Argentex LLP, a forex firm which also offered wealth management services, has entered special administration this week.

Investment platform and SIPP provider AJ Bell has reported 7% growth in advised customer numbers (year on year) to 180,000 for the three months ended 30 June.

The Personal Finance Society (PFS) is to pump £1m into new training initiatives to encourage new entrants to the Financial Planning profession and tackle a growing shortfall in new blood.

The number of client reviews undertaken within the Dynamic Planner back-office platform have increased by 69% over the past two years due to Consumer Duty.

Capital gains tax receipts for January to June 2025 were £11.77bn, a 12.9% drop year-on-year, according to the latest data from HMRC.