Core net inflows rose 28% year-on-year to £2.2bn at wealth manager and Financial Planner Quilter in the third quarter of the year.
Former CISI Financial Planning Forum chairman and experienced UK Financial Planner Amyr Rocha Lima will join the board of the global Financial Planning Standards Board from 1 April.
The FCA has updated its cyber disruption guidance for regulated firms, including how firms should respond to disruption at a third party, following several recent high profile internet outages and cyber attacks.
The State Pension is almost certain to rise by 4.8% in April due to stubborn CPI inflation figures, the latest of which were published today by the Office for National Statistics.
Less than one in five, 17%, of financial advisers believe hiring younger colleagues would help them to attract new clients, but new research suggests the opportunity may be bigger than they realise.
With news today that the IHT take seems to be rising inexorably, Andy Zanelli, head of technical engagement at Aberdeen Adviser looks in this case study article for Financial Planning Today at the worrying potential cost of IHT to future generations and why advisers need to start planning now to avoid a nasty tax trap.
Platform group Nucleus Financial Platforms has promoted chief commercial officer Mike Regan into the newly created role of deputy CEO.
Inheritance tax receipts hit £4.39bn in the first six months of the 2025/26 tax year, according to data released today by HMRC.
PTC Financial Advice (Scotland) Limited (FRN: 816036), has been declared in default by the FSCS, the industry compensation safety net.
National IFA Continuum, owned by M&G, saw a 17% increase in assets under influence year-on-year to more than £2.75bn in the last quarter.