Adviser fintech and back office provider Intelliflo has linked with cash savings platform Insignis Cash to offer advisers a cash management solution to their clients.

Members of adviser support network SimplyBiz have adopted more than 1,000 Defaqto Engage licenses since it offered free access to an enhanced version of the Financial Planning system five months ago, the firm said.

A new trade body has been launched to represent the £1trn investment platforms industry.

The Chartered Insurance Institute is encouraging members to adopt its Professional Map as a useful tool to help meet the regulator’s Consumer Duty requirements.

Nearly half (49%) of workers aged 50 or older want to phase into retirement (32%) or have already done so (17%), according to a new survey.

Stonehage Fleming’s advice team won two awards, including Financial Advisor Team of the Year, at the STEP 2024 Private Client Awards last night.

The Financial Services Compensation Scheme, the consumer financial safety net service, has declared a wealth manager as failed, opening the door to clients to claim compensation.

Latest HMRC figures out today reveal that the total government tax 'take' jumped £8.9bn year on year in the latest five month period.

The number of cash ISAs increased 11% to 7.9m in the 2022/23 tax year but the number of Stocks and Shares ISAs fell, according to latest figures from HMRC.

Investment trusts can choose to opt out of the requirements of PRIIPs Regulation and associated technical standards until new legislation comes into force, the FCA said in a statement today.