IntegraFin Holdings, the parent company of adviser platform Transact, has reported a 1.9% drop in funds under direction in its second quarter as global markets took a tumble.

Schroders Personal Wealth (SPW), the Financial Planning joint venture run by Schroders and Lloyds Bank, has partnered with charity Groundwork to create a tailored financial training programme.

Jamie Lowe, director and Financial Planner at True Self Wealth, has shared with Financial Planning Today what inspired him to set up a new Financial Planning firm focused on LGBTQ+ clients after transitioning gender to become a trans person.

All clients considering taking out an equity release plan are now required to have at least one face-to-face meeting in person with a solicitor before going ahead.

Adviser network Tenet has appointed two regional business managers to introduce new firms and advisers to the network.

The number of higher rate taxpayers in the UK is set to increase 65% over the next four years from 4.1m to 6.8m, according to the latest figures from the Office for Budget Responsibility (OBR).

The Financial Services Compensation Scheme reported today that it has now paid compensation to London Capital & Finance bondholder victims of over £114m.

Just over one in four workplace pension savers (26%) fear their pension pot will fail to provide enough to live on at retirement, according to a new report from the Pensions and Lifetime Savings Association (PLSA).

Investment research and ratings firm RSMR has recruited Olga Baron for its investment team from the disbanded Wellian research team.

Just five major platforms dominate the adviser platform sector, according to research from consultancy lang cat.