Rathbones’ adviser network Vision Independent Financial Planning (Vision IFP) has promoted Phil Towner to CEO following a three-month strategic review of the business.
Platform assets under administration at AJ Bell rose 21% (year on year) to £108bn as at 31 December, a rise of 5% over the quarter.
The growth in Inheritance Tax (IHT) receipts has begun to slow, according to the latest data released today by HMRC.
Capital Gains Tax (CGT) receipts fell 8.4% in 2025 to £13.65bn, down from £14.9bn in 2024, according to data released this morning.
A Scottish financial adviser firm, which was based at Perth Airport, has failed after a pension claim against the business was upheld by the Financial Services Compensation Scheme.
Quilter Financial Planning, the advice network arm of wealth manager Quilter, has appointed Warren Vickers as managing director.
The Advertising Standards Authority (ASA) has issued a ruling against an unregulated whiskey investment firm over misleading online adverts.
The advice arm of investment manager Aberdeen reported net outflows of £0.8bn for the fourth quarter.
Fourth quarter core net inflows increased 21% year on year to £2.4bn at wealth manager and Financial Planner Quilter, representing 7% of opening assets under management.
The CISI's annual Financial Planning Week to promote the benefits of professional Financial Planning to the nation will be launched next week on 26 January and run until 1 February.
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