Adviser technology provider intelliflo recently underwent a major rebrand. The firm’s CEO Nick Eatock talked to Financial Planning Today about the major changes and his plans and why he believes we are entering a new digital era of financial advice.

Over a tenth (12%) of UK homeowners over 40 years old would consider releasing equity from their property to supplement their retirement income, according to a new report.

Tavistock Investments’ has set a date for its General Meeting at which its shareholders will vote on the proposed sale of its multi-asset management arm, Tavistock Wealth Limited to Titan Wealth Holdings.

Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm's multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out.

Financial advisory firm Frenkel Topping has released a trading statement saying it is looking for more acquisitions as it looks to extend its pipeline of potential purchases.

Tilney Smith & Williamson’s Sustainable MPS (managed portfolio service) is being added to four new platforms, increasing total availability to six platforms.

The number of NHS staff opting out of its pension scheme rose by 22% last year, according to a Freedom of Information request by Quilter.

Major workplace pensions provider NOW: Pensions is to commit to net zero carbon emissions by 2050 and an expanded sustainable investment strategy in a major shift towards ESG investments.

Chartered Financial Planner Darren Antony Reynolds has been banned from being a director for 13 years for pension transfer failings which resulted in clients losing £24m from their pensions.

Total global financial wealth soared by 8.3% in 2020 to a record £178 trillion despite predictions of a decline due to Covid-19, according to a new report by the Boston Consulting Group.