Leading Financial Planner Amyr Rocha Lima and fellow planner Ian Cooke have launched a new Financial Planning practice in Surrey and announced the acquisition of another Financial Planning firm.

The Personal Finance Society and Chartered Insurance Institute have launched a new Environmental Social Governance (ESG) short course for Financial Planners and advisers.

Former solicitor Hugh Lansdell, 74, has been jailed for four years for committing fraud by stealing almost £2million from clients' trusts and accounts.

Pensions provider Standard Life has teamed up with fintech Moneyhub to develop a commercial Pensions Dashboard.

National Financial Planning firm Fairstone has this week moved into a new flagship office HQ, formerly used as the head office of sportswear firm Nike.

It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.

I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.

Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.

Investors in St James’s Place can be forgiven for reaching for a stiff Scotch this evening - it’s been one hell of a day.

The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.