Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.

UK retail investors pulled out £1.4bn from funds in September, according to the latest data from the Investment Association.

National Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.

The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.

Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.

Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.

Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales. 

Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.

Two former RBC Wealth managers have launched a new HNW wealth adviser called Six Degrees.

Financial wellbeing and retirement advice specialist Wealth at Work has launched a Corporate ISA aimed at employees who want to save tax efficiently.