Financial Planner Nicola Ellis CFP MCSI of Glasgow-based Wellington Wealth has won the Certified Financial Planner of the Year Award in the CISI Financial Planning Awards.

Nine in ten (92%) of financial advisers have seen a rise in enquiries about inheritance tax in the run-up to the Budget on 26 November, according to a new report.

Life Planning movement founder George Kinder recently moved to London to launch a new global business called The Moules. Here he explains his plans and the reason for the launch. 

Innovative and fun client events can be one of best ways of finding new business and keeping existing clients happy, according to veteran Financial Planner Warren Shute CFP sharing ideas from his 30 years in the profession. 

Four in five (79%) financial advisers and wealth managers have seen an increase in compliance expenditure over the past year, according to a new report.

Wealth manager and Financial Planner Quilter has rebranded its app-based fintech NuWealth as Quilter Invest.

Professional body the Chartered Institute of Securities & Investments (CISI) is to run a social media campaign to raise awareness of financial planning next week for World Financial Planning Day.

Wealth manager Tavistock Investments has expanded its counterclaim against Titan Asset Management to include Titan Wealth Holdings in the litigation battle between the two firms continues.

JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.

Sovereign Capital Partners, the former private equity owner of South Coast-based Financial Planner Shackleton, has acquired a majority stake in North West Financial Planner Equilibrium.