Sir David Harrison is stepping down as chairman of Financial Planning-focused wealth management firm True Potential, the company he founded in 2007.

Four out of five adults believe that financial education should be taught in schools but only around one in eight parents said that their child has received it, according to a new study.

Wealth manager Charles Stanley has linked with fintech Bondsmith to launch a new savings option for clients through its platform Charles Stanley Direct.

Wealth management firm Courtiers has bought Norwich-based Brunswick Investment Management for an undisclosed amount.

Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.

The Financial Conduct Authority has banned financial adviser Geoffrey Armin for "seriously incompetent" advice on £125m of pension transfers which resulted in losses for clients of nearly £4m.

The Information Commissioner’s Office, the data regulator, has fined marketing firm MCP Online Ltd (MCP) £55,000 for making nearly 21,000 unsolicited calls about pensions to consumers.

Wealth manager and Financial Planner Independent Women has expanded across the UK following its acquisition by Mazars.

Wealth management and Financial Planning firm Evelyn Partners has acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.

Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.