Ian Taylor, one of the founders of platform Transact, died on 17 October at home after a short illness and two years after retiring. The company has written an obituary for their much-loved founder which Financial Planning Today is reproducing here by kind permission of the company.
The Financial Planning Standards Board, the global standards setting body for Certified Financial Planners, has appoint Dante De Gori CFP as its new CEO from 1 January.
The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have been hit by a cyber attack which has seen some members’ data accessed.
Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.
The total value of ‘lost’ pension pots has jumped by £7.2bn to £26.6bn in four years, according to a new report.
An investment manager has warned that advisers’ ability to fully comply with the FCA's new Consumer Duty will be in jeopardy if their investment providers fail to provide them with regular and transparent updates.
Wealth manager Brooks Macdonald Group has issued a profit correction today after identifying a £5m error on its full year figures published in September.
New Prime Minister Rishi Sunak MP has retained Jeremy Hunt MP as Chancellor in his first Cabinet.
A group of companies which conned investors out of £2m in an investment scam has been ordered to be wound up by the High Court.
Schroders Personal Wealth, the Financial Planning arm of Schroders and Lloyds Bank, has hired five new planners including award-winning adviser Makala Green from wealth manager St James’s Place.
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