Lync Wealth Management, part of 7IM, has acquired two Belfast-based Financial Planning firms to expand its presence in the region.

Bespoke investment portfolios are growing in popularity, according to a new study.

Three fraudsters have been jailed for a total of 15 years and nine months for carrying out a seven year £70m investment fraud which cheated more than 3,000 people, many of them pensioners, out of their savings.

Standard Life has appointed Emma Furlonger as managing director of its workplace and retail intermediary business.

Fintech WealthAi has launched a back-office platform for IFAs and smaller advice firms.

Financial Planning Today has partnered with Harpenden Building Society to offer you a chance to win a £50 gift voucher for sharing your views on SIPPs.

The FCA has banned financial adviser Daniel Thomas from working in financial services and also fined him £742,700 after finding that he recklessly gave defined benefit pension transfer advice when he was neither qualified to do so or was prevented from providing.   

The trend of equity outflows from retail funds continued in July with outflows of £2.1bn, according to latest data from the Investment Association, the fund management trade body.

Multi-decade high gilt yields, boosted by the ongoing US-Iran conflict and fears over inflation, have pushed some annuity rates to multi-year highs.

Fund manager and wealth manager M&G has reported adjusted operating profit up 15% to £435m in the first half of the year but says IFRS results showed a loss of after tax of £165 million (H1 2025: £248 million profit).