Schroders Personal Wealth, the joint venture Financial Planning arm of Schroders and Lloyds Bank, has appointed Graham Bastin as its new chief technology officer (CTO).

Wealth manager and Financial Planner Quilter has been hit by a sharp fall in inflows in Q3, blaming the decline partly on cost of living pressures hitting clients.

A surge in client demand and rising staff numbers have spurred North Wales-based Celtic Financial Planning to open a third office.

Ian Taylor, co-founder and former CEO of Transact parent Integrafin, has died at the age of 58 after a short illness.

Adviser firm Tenet has launched a new research platform which it says will help advisers cut through the complexity of environmental, social and governance (ESG) propositions.

A quarter of working adults without income protection would like to have it, according to financial resilience research from protection specialist LV=.

The cost-of-living crisis is likely to increase the number of clients seeking to give lump sum cash gifts to adult children, financial advisers say.

The new Chancellor Jeremy Hunt has refused to be drawn on whether the state pension will be uprated in line with the triple-lock.

The Financial Services Compensation Scheme has declared as failed a Midlands financial adviser hit with a string of claims related to pensions and SIPPs.

Mark Steward, the Financial Conduct Authority’s executive director of enforcement and market oversight, will leave the regulator next spring.