The ombudsman has ruled against an advisory firm over a Sipp transfer for which the introducer was unregulated, despite “limited evidence” it was providing advice.

Cashflow modelling, platform due diligence and a former fighter pilot are on the billing for next week’s CISI Paraplanner Conference 2017.

Justin Urquhart Stewart has called for a ‘national conversation’ to tackle ignorance on retirement planning.

About a third of advisers are anxious about the impact of the snap election and the result, as they say this is causing uncertainty and disruption for their business, a report found.

Wealth management firm AFH says it has a ‘strong pipeline of acquisition opportunities’, days after it sealed a deal for its seventh and eighth takeovers this year.

Five Financial Planning awards are up for grabs.

Nick Cann has delivered a moving presentation to tell his story of surviving a stroke – including his first solo singing performance.

Synaptic Software is planning to launch a major ‘at retirement’ tool for planners and advisers later this year which will feature cashflow modelling.

Richard Allum has revealed who will succeed him in leading the national Paraplanners Powwow.

Last week Richard Allum told FP Today that Caroline Stuart will succeed him in heading up the national Paraplanners Powwow.