While there may be challenges to deal with down the line, a new report for Financial Planning Today Magazine found that at present, most Planners do not feel threatened by AI.

Wealth manager and Financial Planner Liberate Wealth has acquired £275m AUM Somerset-based Financial Planner Stafford House Investments for an undisclosed amount.

New wealth manager and Financial Planner Liberate Wealth has acquired Yorkshire-based Ebor Financial Planning.