JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.

Sovereign Capital Partners, the former private equity owner of South Coast-based Financial Planner Shackleton, has acquired a majority stake in North West Financial Planner Equilibrium.

More than 300 Financial Planners are making their way to the two-day 2025 CISI Financial Planning Conference which takes place this week on Thursday (tomorrow) and Friday at the De Vere Beaumont Estate in Windsor.

Tracy Vegro, CEO of the Chartered Institute for Securities & Investment (CISI), opened this year's annual Financial Planning Conference today with an upbeat message about the future for the profession.

Tony Overy is to retire as chief executive of Financial Planning at Rathbones at the end of this year.

Salford-based financial adviser and professional services firm Frenkel Topping, has accepted a £65.8m takeover offer from private equity firm Harwood.

The FCA has shared plans to streamline its Consumer Duty rules following stakeholder input.

Five money launderers have been jailed for exploiting victims via a large scale romance fraud scam, cheating 40 victims out of £2.37m.

Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, having been reappointed at the September PFS board meeting.

Financial Planning-focused wealth manager Fairstone has boosted its footprint in East Anglia with the acquisition of a Norfolk-based Financial Planning firm.