Financial Planner and wealth manger Brewin Dolphin has boosted its Financial Planning income by 12.2%, new figures have revealed.

The Financial Planning Standards Board, the global body responsible for the Certified Financial Planner designation, has published its first Guidance Practice Note to support Financial Planning professionals working with vulnerable clients. 

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has boosted its footprint in the North West with the acquisition of Octagon Wealth Management.

Adviser-built wrap platform Nucleus has introduced enhancements to its platform which have been designed to help advisers manage trading more efficiently and effectively.

The PFS annual conference on Thursday aims to provide professionals with the knowhow they need to “futureproof” their firms.

The FCA is to ban the ‘mass marketing’ of speculative mini-bonds following the recent debacle which saw mini-bond provider London Capital & Finance go bust earlier this year owing £236m to 14,000 bondholders.

A Chartered Financial Planner is lucky to be alive after undergoing life-saving treatment following heart complications. 

A Sheffield financial advisor who stole more than £600,000 from his own family members to fund a life of luxury has been jailed for over six years.

Consulting firm Mercer has announced the appointment of Steve Sands as leader of its UK Financial Planning Business.

The Labour Party has pledged to spend £58bn compensating so-called WASPI women up to £31,000 each.