Four in five (79%) financial advisers and wealth managers have seen an increase in compliance expenditure over the past year, according to a new report.

Wealth manager and Financial Planner Quilter has rebranded its app-based fintech NuWealth as Quilter Invest.

Professional body the Chartered Institute of Securities & Investments (CISI) is to run a social media campaign to raise awareness of financial planning next week for World Financial Planning Day.

Wealth manager Tavistock Investments has expanded its counterclaim against Titan Asset Management to include Titan Wealth Holdings in the litigation battle between the two firms continues.

JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.

Sovereign Capital Partners, the former private equity owner of South Coast-based Financial Planner Shackleton, has acquired a majority stake in North West Financial Planner Equilibrium.

More than 300 Financial Planners are making their way to the two-day 2025 CISI Financial Planning Conference which takes place this week on Thursday (tomorrow) and Friday at the De Vere Beaumont Estate in Windsor.

Tracy Vegro, CEO of the Chartered Institute for Securities & Investment (CISI), opened this year's annual Financial Planning Conference today with an upbeat message about the future for the profession.

Tony Overy is to retire as chief executive of Financial Planning at Rathbones at the end of this year.

Salford-based financial adviser and professional services firm Frenkel Topping, has accepted a £65.8m takeover offer from private equity firm Harwood.