Hybrid robo advice and traditional advice models are the future of Financial Planning according to a new report.

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National IFA and Financial Planning firm Continuum has reported an 11% increase in client numbers to around 12,000 since the start of 2020.

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Pensions and investment company Aegon has launched a Financial Wellbeing tool aimed at helping 45m UK adults assess their personal financial wellbeing and how to make improvements.

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Legal & General Investment Management has joined the growing ranks of investment providers offering a Model Portfolio Service in response, it says, to rising demand from advisers.

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Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering.

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Savers paid £75bn into 13m new adult ISAs in the 2019/20 tax year, a rise of £7.1bn year-on-year, according to the latest ISA statistics from HMRC.

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Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.

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Financial Planning firm Insight Financial Associates has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.

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A pair of Chartered Financial Planners who sold their previous business to 1825 have founded a new Raymond James wealth management branch in Barbican, London.

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Pension and investment provider Aegon has shifted over £5bn of client money into ESG investment strategies.

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