More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.

Northerners are more financially savvy than their Southern counterparts, according to a new study from Octopus Money.

Two of the founders of fast growing white label platform Seccl - Dave Harvey and Hugo Thorman - are to exit as Octopus expands its stake in the business.

Software, training and support services provider PlanHappy is to launch an adviser platform.