Funds under direction (FUD) for adviser platform Transact rose 7.2% over the quarter ending 30 June.

The new issue of Financial Planning Today Magazine is out and features exclusive highlights from our annual Financial Planning Profession Survey - find out how the sector has survived, and in some cases thrived, during the pandemic. 

Three experienced advisers have joined forces to launch a new wealth management firm in Hertfordshire. 

An investment trust which will invest in space technology has been launched with an Initial Public Offering and has begun trading on the London Stock Exchange.

LEBC’s well known public policy director Kay Ingram is leaving the company after 18 years to pursue a new career as a personal finance writer, commentator and broadcaster.

Acquisitive SIPP provider Curtis Banks has reported a 15% rise in its number of mid and full SIPPs to 55,000 following the acquisition of Talbot and Muir.

The FCA has dropped it second advice suitability review due to probe retirement advice after reviewing its post-pandemic workload, the regulator confirmed today.

Retirement and platform provider Embark is to hire more than 50 people in Dundee over the next few months to boost its platform operations in the city.

Cashflow modelling tool provider Truth is adding extra functionality from today allowing Financial Planners to white label their own free cashflow onboarding site for consumers.

The Government has released a consultation into measures that will see probate fees increase from £155 for probate professionals and £215 for individuals to a flat rate of £273 for all applicants.