The Consumer Duty Alliance has appointed Chartered Financial Planner Jane Hodges to its board.
AJ Bell is to reduce the charge on its core model portfolio service (MPS) range from 0.15% to 0.12% per year from 1 October.
Adviser platform Transact is to update its API to improve how its platform connects with other Financial Planning software, including CRM systems.
Private equity firm Harwood Private Equity’s £65.8m takeover of Frenkel Topping, a Salford-based financial adviser and professional services firm, has moved a step closer after receiving FCA approval.
Assets under management and administration in the adviser platform sector rose 8% year-on-year (as at 26 March), according to a report from industry data provider and support firm Defaqto.
The Crown Prosecution Service has authorised criminal charges against two people, including a former police superintendent, in connection with a £720,000 investment scam.
Wealth Manager Brooks Macdonald has added a ‘strategic partnerships’ offering for Financial Planning firms.
Financial Planning Today columnist Carly Dunningham, an experienced Financial Planner and chair of the CISI's Financial Planning Forum, looks at why Financial Planning requires more than spreadsheets. You can read more from Carly and other industry experts in Financial Planning Today magazine.
Quilter Cheviot, the high-net-worth wealth management division of platform and wealth manager Quilter, has debuted a new service to support financial advisers and their clients following divorce proceedings.
Wealth manager and Financial Planner MKC Wealth has announced six acquisitions in 2026 so far, adding £275m in Assets Under Management and Advice.