Over the past few years we’ve seen an enormous wave of M&A activity in the Financial Planning and Wealth Management sectors. It’s been largely unchecked - until now.

In just over four weeks Chancellor Rachel Reeves will set out her Budget plans and how she will tackle rising public spending and raise more revenue.

I was pleased to see this week that the Chartered Institute for Securities & Investments (CISI) has joined with other professional bodies in urging stronger governance on the ethical threats for financial professionals in using AI (Artificial Intelligence).

The precipitous decline of wealth manager and Financial Planner WH Ireland has been like watching a car crash unfolding before your eyes.

There was worrying news this week that pension drawdown users are taking out far too much cash from their pensions.

I was intrigued and more than a little worried this week by a report about consumer expectations of an inheritance windfall. It turns out many millions see an inheritance windfall as almost guaranteed.

There are some intriguing demographic changes coming down the road in terms of longevity which government policymakers - and Financial Planners - will have to take on board.

For at least the past 10 years, the wealth management and Financial Planning sectors have talked about the 'Great Wealth Transfer' but I’m beginning to wonder if much of that is under threat.

It appears that the Consumer Duty has resulted in several positive outcomes, however one thing it has failed to shift is the mountain of paperwork which still deluges most clients.

Sasha Wiggins, the CEO of Barclays private banking and wealth management arm, has a job on her hands.