The Chartered Institute for Securities & Investment, the professional body which provides the Certified Financial Planner designation in the UK, has appointed two new branch Presidents.

Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.

Investment and energy provider Octopus Group has launched a workplace-channel financial guidance brand.

Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).

Financial advisers are changing their attitudes on vulnerable clients, particularly on mental health challenges, according to a new report.

The Financial Services Compensation Scheme has cut its 2023/24 levy for the Life Distribution & Investment Intermediation class - which includes financial advisers -by £4.4m.

Quilter is cutting platform charges for new customers from June and existing customers in Q3 - and introducing tiered adviser charging.

FCA proposals to align rules for fund managers and discretionary investment managers pose a “material threat” to managed portfolio services, according to wealth management trade association PIMFA.

Platform and SIPP provider AJ Bell has reported a 37% rise in revenue to £103.6m for its half year ended 31 March, in figures out today.

The Financial Services Compensation Scheme is probing two overseas-based adviser firms which used used EU 'passporting' rules to advise UK clients on pension transfers.