Financial Planning software provider Dynamic Planner has teamed up with online business management system Salesforce, the AI CRM.

Personal Finance Society interim chief executive Don MacIntyre has stepped down from his role after more than two years, during which time he faced a challenging time as head of the organisation.

The FCA has today introduced new transparency rules for bonds and derivatives markets which it hopes will give investors more information and reduce costs for firms.

Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.

The FCA has warned SIPP operators over a lack of progress on the regulator's concerns that their actions could lead to “harm to individual consumers.”

Fast-growing Financial Planning firm Perspective Financial Group said it completed nine further acquisitions in the second half of October, adding £1bn of assets under advice.

Full text of Chancellor Rachel Reeves' Budget speech to House of Commons on 30 October 2024. This is the text of the speech as published by the Treasury, some minor changes to actual deliver may have been made and some political comments have been redacted by the Treasury.

The CISI Future Foundation has made grants totalling £145,000 to two UK-based financial literacy charities that aim to help entrepreneurs and teachers.

Quilter Cheviot, the high net worth division of Quilter, has appointed 7IM’s Colin Rowe as head of advice, subject to regulatory approval.

Average annuity rates for a healthy 65-year-old have increased by around 2.5% since January, according to the latest Standard Life Annuity Rate Tracker.