Financial Planner Life Partners, an adviser training initiative, has partnered with training and support company NextGen Planners to launch The Financial Planner Life Academy which is offering training for a pay-as-you-go  £19.99 a month subscription.

Read more ...

After a review launched earlier this year the DWP has concluded that The Pensions Regulator is “broadly well-run and well-regarded” but has set out a series of recommendations to improve the regulator.

Read more ...

Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.

Read more ...

Nucleus Financial Platforms chief commercial officer Alex Kovach will step down at the end of the year and be replaced by the group’s chief financial officer Mike Regan, subject to regulatory approval.

Read more ...

Fast-growing Financial Planner and wealth manager Kingswood Group has ruled out a sale of the business after a strategic review.

Read more ...

Investment expert Fraser Donaldson of Defaqto writes a regular column on DFMs for Financial Planning Today magazine, our sister publication and this is his latest column in the current issue to give you a taste of the column. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.

Read more ...

Investment expert Fraser Donaldson reviews the FCA's latest 'Dear CEO' letter on cash interest. Mr Donaldson, Insight Consultant at Defaqto, writes a regular column on DFMs for Financial Planning Today magazine with the latest column reproduced below. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.

Read more ...

City of London Financial Planning firm and wealth manager Helm Godfrey has been acquired by private equity-backed wealth manager Hurst Point Group for an undisclosed sum.

Read more ...

City of London futures broker ADM Investor Services International has been fined £6,470,600 by the FCA for inadequate anti-money laundering systems and controls.

Read more ...

New private pension figures published by HMRC have revealed that the number of self-employed people contributing to a personal pension climbed to 340,000 in 2021-22, up from 330,000 the previous year.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/