Four in five finance professionals (85%) are already using AI-powered Financial Planning and analysis software, according to a new survey.

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Retail investors pulled £2.4bn in net outflows from equities in September due to uncertainty around the Autumn Budget, according to the latest data from the Investment Association.

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The FCA has given one of its strongest hints yet that reform of the Consumer Duty is on the way and what direction it might take.

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National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.

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Donald Trump’s victory in the US Presidential election could cause volatility in US and global markets, according to Financial Planners and investment professionals.

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A third (32%) of mass affluent savers between 35 and 54 are planning to increase their pension contributions, according to a new study.

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The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.

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Scottish Widows has made its new income protection (IP) product available through the Exchange online quote and buy system used by advisers.

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

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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.

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