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.

Conservative leader Kemi Badenoch MP has pledged to remove family homes from the scope of Inheritance Tax if her party is returned to power, she told the Conservative Party Conference today.

• Warning: References to suicide •

The FCA has confirmed that it will review its policy on whistleblowers following the death by suicide of well-known whistleblower Simon Andriesz.

HSBC is considering cutting its UK financial adviser numbers by up to two thirds as part of a move towards more digital products.