The Personal Finance Society (PFS) has revealed details of the programme for its Purely Paraplanning 2025 conference which takes place in central London on 7 May.

Wealth manager Evelyn Partners International, the Jersey subsidiary of Evelyn Partners, has moved to a new office in St Helier and boosted its team with new hires.  

The 12 month CPI rate of inflation - the most widely used inflation measure - spiked up in January to 3% from 2.5% in December.

The long-term prospects of the retail wealth management industry remain robust despite facing headwinds such as geopolitical uncertainty, rising costs, volatility and a shifting regulatory framework, according to a new study.

The FCA has fined trader Mako Financial Markets Partnership LLP £1,662,700 for failing to ensure it had effective systems and controls to guard against financial crime.

NS&I will cut rates on some of its variable products from next month and the Premium Bonds prize fund rate from the April draw.

Bath-based Chartered Financial Planner Fidelius has rebranded while revealing ambitious expansion plans.

Platform Abrdn Adviser has removed the product administration charge for SIPP and onshore bond products for all new and existing clients on its Wrap platform from today.

More than half (52%) of retail investors are aware of the FCA’s Sustainability Disclosure Requirement (SDR) investment labels but vague wording and jargon remain the biggest barriers to investment in sustainable funds.

Financial Planner and wealth manager Saltus has bought Newcastle-based Financial Planning firm Lowes Financial Management for an undisclosed amount.