Canaccord Wealth has appointed Gary Steel as a senior wealth planner specialising in lifestyle Financial Planning.

Net inflows held steady at £345m for wealth manager and Financial Planner Evelyn Partners in the first quarter of the year despite a dip in assets under management.

The number of appointed representatives continued to fall in 2024/25, according to the latest data from the Financial Conduct Authority.

The Financial Services Compensation Scheme (FSCS) has declared AXG Advice Ltd (FRN: 450813) as having failed.

Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.

Financial Planner and wealth manager Evelyn Partners has appointed David Little as a partner in Financial Planning at its Glasgow office.

Donald Trump’s tariffs could hit UK pensions, with DC savers warned they may experience a 20% cut in their retirement income.

Industry collaboration fintech Origo has launched whole-of-market provider coverage for its Unipass Letter of Authority (ULoA) technology.

Single pensioners need £225,000 more in their pension pot than couples to achieve a ‘moderate’ standard of living in retirement.

The number of complaints received by the Financial Ombudsman Service climbed by 49% in the second half of 2024.