A 24-year-old graduate trainee at LEBC, the Financial Planning and retirement advice firm, has won the Chartered Insurance Institute’s Young Achiever of the Year award.

Harwood Wealth, an expanding Financial Planning and discretionary wealth management group, has acquired Chartered Financial Planner firm AE Financial Services, in a deal worth more than £6 million.

Some of the leading Financial Planners and Paraplanners are profiled in the latest edition of Financial Planning Today magazine.

Two major fund platforms believe they will be mostly excluded from a Treasury probe into how online platforms levy tax.

Sipp experts have warned that a provider’s legal triumph in its battle with HMRC over in specie contributions is “not the end of the story”.

SimplyBiz Group today announced its intention to float on the London Stock Exchange for a market capitalisation of £130 million. 

Two Chartered Financial Planning firms have joined some of the biggest names in financial services by signing up to the Women in Finance Charter.

The CISI has launched a new fast track course for people who want to become Certified Financial Planners. 

Two wealth and advice firms have been declared in default among 22 other firms of varying type across the financial services sector.

Almost 90% of advised platform assets are subject to some major form of business disruption which may cause advisers to re-examine their choice of platforms, platform experts the Lang Cat have estimated.