Dr Bevan Blair, CIO at Financial Planning firm One Four Nine, has warned advisers to avoid letting client emotions take control of investment decisions for the rest of 2022.

Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.

The Initiative for Financial Wellbeing (IFW) has been awarded Institute status by the Secretary of State for Business Kwasi Kwarteng MP.

Wealth manager St James’s Place (SJP) is to launch its first mobile application for clients and advisers.

More than two in five (43%) of 55-64 year olds are struggling financially, according to a new report.

One in four financial advisers at wealth manager St James’s Place (SJP) has achieved Chartered status.

The financial resilience of the average UK household has fallen to just 19 days, according to a new report.

Adviser platform Novia has added new benefit crystallisation event and pension income functionality.

Pension savers over the age of 55 are unintentionally triggering the Money Purchase Annual Allowance by tapping into their pension savings to tide them over with the growing cost of living, according to a new report.

Wealth manager and Financial Planner Quilter has added four new digital signature providers to boost the number it accepts to 11.