Industry veteran Bob Freeman, the former chief operating officer and launch director of cashflow modeller Voyant in the UK, is to invest in a fintech which aims to give accountants more ability to offer Financial Planning services. 

Women aged between 65 and 74 have average pension pots of £130,000 - half the £260,000 men have saved.

Chartered Financial Planning firm Lumin Wealth has acquired Hertfordshire-based financial adviser Enhance Wealth Management, its second acquisition in a year.

The Quilter Foundation, the charity arm of national adviser firm Quilter, is donating £100,000 to the Disasters Emergency Committee (DEC) Ukraine Humanitarian Appeal which launched this week. 

Market uncertainty in January spurred UK savers to withdraw £642m from retail funds, the first outflows since March 2020.

The Chartered Institute for Securities & Investment (CISI) is teaming up with training firm Lockie Consultants to provide more support for Certified Financial Planner (CFP) candidates in the UK.

Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.

The FCA halted 1 in 4 firms from entering the retail finance market in a six month period in 2021 as it stepped up its war on scammers.

IFA network ValidPath has hired Jon Barham from Bankhall Group to be its new commercial director as it plans to expand its network proposition to advisers seeking retirement or management buy-outs.

Former Standard Life Savings MD Eddy Reynolds has been recruited as the new CEO of Close Brothers Asset Management.