When advising on income drawdown, there has been a shift away from a fixed rate method with more advisers now preferring modelling tools.
Investec Wealth & Investment has combined its Financial Planning services and launched a wealth planning service.
Spread betting platform CMC Markets is to launch a retail investment platform as it looks to compete with the likes of Hargreaves Lansdown, Funds Network and AJ Bell.
Hybrid robo advice and traditional advice models are the future of Financial Planning according to a new report.
National IFA and Financial Planning firm Continuum has reported an 11% increase in client numbers to around 12,000 since the start of 2020.
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.
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.
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.
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.
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.