The number of advised customers at investment platform AJ Bell have risen 16% over the past year.
Changes to the inheritance tax (IHT) system could be a vote winner for politicians at the next election as IHT receipts continue to rise, according to Financial Planners.
The Financial Conduct Authority (FCA) was “consistently behind the curve” when responding to the British Steel Pension Scheme (BSPS) transfer scandal, according to MPs.
NS&I is to increase rates on many of its savings products in a move it says will benefit more than 1.3m people.
Fintech firms Moneyhub and Pennyworth have joined forces to develop a new Financial Planning and banking app.
Funds under management fell 8.2% for wealth manager and Financial Planner Brewin Dolphin in Q3 as its acquisition by RBC Wealth Management remains on track to complete this autumn.
Two of the UK’s leading Financial Planners have launched a new campaign to help Ukrainian refugees who fled to Moldova, one of the poorest countries in Europe.
Wealth manager and Financial Planning firm Saltus has acquired London-based Chartered Financial Planning firm Higgins Fairbairn Advisory LLP (HFA).
Adviser platform Parmenion has opened its investment proposition to advisory models.
IFA and fund manager One Four Nine Group has acquired the Glasgow-based Chartered Financial Planning firm APC Financial Solutions & Consultancy Services for an undisclosed sum.