Financial Planners are ready to change their business models in order to attract the next generation of clients, according to a new report.

The Financial Conduct Authority (FCA) has formed a working group to develop a code of conduct for ESG data and ratings providers.

The Financial Conduct Authority has increased its supervision of financial promotions for newly-authorised firms.

Benchmark Capital has acquired a 49% stake in West Midlands-based Chartered Financial Planning firm Chartered Independent.

Financial software provider EV has added automated links to risk-rated model portfolio ranges for its EVPro Financial Planning tool for advisers.

Caseworker productivity improved 12% at the Financial Ombudsman Service in 2021/22 as the Ombudsman confirmed this week that its compulsory levy will rise by over 10% for 2022/23.

The Financial Ombudsman Service (FOS) has made headway in tackling its case backlog but has seen consumer satisfaction levels drop.

Inheritance tax (IHT) receipts leapt to £4.1bn between April and October, according to figures released by HMRC today.

Fast-growing Financial Planning firm Progeny Group has acquired three-office Chartered Financial Planning firm Lewis Brownlee Financial Services to expand in the South of England.

Adviser platform Novia is to cut its charges from the start of 2023 following a review of its pricing strategy.