Investment platform and SIPP provider AJ Bell has reported 7% growth in advised customer numbers (year on year) to 180,000 for the three months ended 30 June.
The Personal Finance Society (PFS) is to pump £1m into new training initiatives to encourage new entrants to the Financial Planning profession and tackle a growing shortfall in new blood.
The number of client reviews undertaken within the Dynamic Planner back-office platform have increased by 69% over the past two years due to Consumer Duty.
Capital gains tax receipts for January to June 2025 were £11.77bn, a 12.9% drop year-on-year, according to the latest data from HMRC.
Financial Planners Nicholas Ryan and David Mills have launched a new practice management software firm called Pilot.
Retirement specialist PensionBee has extended its long-standing sponsorship with Premier League football club Brentford for another year.
The Financial Services Compensation Scheme, the industry consumer safety net, has so far received 644 claims against failed SIPP provider Forthplus Pensions Limited, it reported today.
White label platform Seccl, owned by Octopus, is to handle the 300,000 investment and pension customers of digital bank Monzo.
Investment platform Transact saw funds under direction (FUD) rise by 11% to £69.5bn in the three months to the end of June.
Financial Planning Today Magazine's latest issue - featuring our Annual Financial Planning Reader Survey results - is now available to view.