People with assets of over £250,000 are more likely to discuss their plans for passing on wealth with an adviser than their families, according to new research.

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The FCA has barred another credit broker suspected of offering investments as concern grows about a network of credit brokers misusing their permissions.

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Sarah Lord, President of the Personal Finance Society, has urged PFS and CII members to make their voices heard as a major consultation with members nears a close.

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A new study has found that over the longer term active funds have - on average - outperformed passive funds despite the fact that just 1 in 3 active funds have beaten passive funds this year.

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Financial Planning firm Sandringham Financial Partners, recently acquired by M&G Wealth, is to partner with cashflow tool provider Cashcalc.

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The Financial Services Compensation Scheme (FSCS) has blamed poor financial advice for driving up its soaring annual levy.

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Adviser platform Transact has stepped up its efforts to act as an introducer for advice firm acquisitions.

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Wealth manager St James’s Place has seen 1,000 team members achieve Chartered Financial Planner status.

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Wealth manager trade body PIMFA has criticised proposals from the Financial Conduct Authority for a new Consumer Duty.

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Wealth manager and Financial Planner Tilney Smith & Williamson has launched a sustainable multi-asset fund for adventurous investors.

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