A third (36%) of financial advisers are striving to increase existing clients’ assets to build organic business growth, according to a new report.

Whitechurch Securities' online investment platform Pulse is to close following the takeover of Whitechurch by wealth manager Ascot Lloyd.

The FCA has revealed it received more than 4,000 'fake FCA' scam reports from consumers in the first six months of 2025.

Cloud-based adviser fintech provider Intelliflo, which supports many Financial Planners, has been acquired by US investment firm Carlyle in a deal worth up to $200m (£148m).

People who expect to rent during retirement could need an additional £398,000 in savings compared to those with no housing costs.

The FCA has today approved the London Stock Exchange to operate a PISCES platform, a new type of private stock market designed to attract HNW investors and others. 

Only 27% of people say they are not reliant in some way on their partner’s pension, according to new research.

New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.

For at least the past 10 years, the wealth management and Financial Planning sectors have talked about the 'Great Wealth Transfer' but I’m beginning to wonder if much of that is under threat.

It appears that the Consumer Duty has resulted in several positive outcomes, however one thing it has failed to shift is the mountain of paperwork which still deluges most clients.