Financial Planner and wealth manager Quilter is to launch a franchise-style model for financial advisers.

In this exclusive column, Matthew Connell, director of policy and public affairs for the Personal Finance Society, looks at why the Consumer Duty is not the 'be-all and end-all' for Financial Planners this year. This edited article first appeared in Financial Planning Today magazine (July-Aug issue).

The Chartered Institute for Securities & Investment has been reprimanded by the Information Commissioner’s Office (ICO) following a data breach on 17 February 2020.

The increases in the cost of living due to inflation are hitting 50-59-year-olds the hardest, according to new research.

Fintech and investment fund data provider FE fundinfo has appointed Liam Healy as its new CEO from 4 September.

Some 54 FCA-regulated firms amended or withdrew 1,507 financial promotions or advertising between 1 April and 30 June following intervention by the regulator.

June saw a net outflow of £986m for retail funds, according to latest figures from the Investment Association.

Chartered Financial Planner Progeny has acquired Nottingham-based wealth manager and Financial Planner Fiscal Engineers for an undisclosed sum.

Nearly 9 in 10 financial advisers offer independent rather than restricted financial advice, according to data published this week in the FCA’s Retail Mediation Activities Return (RMAR) report for 2022.

The Treasury has appointed ex-Mercer CEO Fiona Dunshire as the new Government Actuary on a 5-year fixed term appointment.