Bath-based financial services technology provider Altus has been sold to Canadian software company Equisoft for an undisclosed sum. 

The Canadians are showing the lead globally and moving closer to protecting the designation 'Financial Planner' and it's about time the UK followed this positive step to improve consumer trust in the advice profession.

The government of Ontario, Canada’s most populated province with more than 13m people, has moved a step closer this week to protecting the status of ‘Financial Planners’ in law.

The FPSB, the global body for setting Certified Financial Planner standards, has elected Cary List CFP, President and CEO of Canada’s Financial Planning professional body, to serve as FPSB Council chairperson in 2018.