The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.

Regulatory issues and compliance are the main headaches for CEOs working in financial advice and wealth management, according to a survey by trade body PIMFA.

Over the next 10 weeks more than 2,000 Financial Planners, Paraplanners and Wealth Managers will be attending the annual conferences of the two main professional bodies for planners, the Personal Finance Society and the Chartered Institute for Securities & Investment.

New statistics have revealed more than 132,000 Help to Save account holders are eligible for bonuses totalling £14m.

Cashflow planning software firm CashCalc has revealed it is to withdraw its Transfer Value Comparator (TVC) tool from its available suite of tools.

BlackRock has selected Dynamic Planner to risk profile its MyMap portfolios.

Adviser honesty has been ranked the most important consideration for consumers, a new survey has found.

Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.

UK-based wealth manager Kingswood Holdings has revealed that it has seen “strong performance” this year across its recently-launched ethical range of portfolios on its managed portfolio service. 

Financial Planning Today’s online audience has increased by 58% over the past 12 months with more than 121,000 visitors to the site during that period, according to the latest industry data.