Almost a fifth (19%) of clients are investing in DIY investing platform accounts alongside their main portfolio through their Financial Planner, according to new research.

Pension savers hoping to see their retirement pots in one place online under Pension Dashboards may have to wait until at least 2025 under the timetable for schemes to connect to Dashboards.

A focus on short-term finances means that many women have been unable to build a financial plan to achieve their long-term goals, hampering their financial wellbeing, according to a new report.

Two men have been sentenced to a total of 19 years in jail for large-scale investment fraud, after an eight year investigation.

The London Institute of Banking & Finance (LIBF) has added the Practical Investment Planning (PIP) module from Practical Financial Exams as an eligible Specialist Unit for its Advanced Diploma in Financial Advice (Adv DipFA).

Financial Planning and retirement savings firm Punter Southall Aspire has expanded its Financial Planning teams with new Chartered Financial Planner appointments in Poole and Oxford.

The FCA has launched a major crackdown on scam bond and investment comparison websites in signs of a tougher approach from the regulator.

Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell'.

M&G Wealth, the new wealth management arm of M&G, has signed a deal with Australian fintech Ignition Advice to help it launch a low-cost, hybrid digital advice service this year. 

Wealth manager Fairstone, which incorporates a major Chartered Financial Planning business, has fully acquired East Midlands-based Sterling Asset Management, adding 1,000 new clients.