Financial Planning and wealth management firm AFH has boosted its funds under management to in excess of £4bn.

Inflation rose to 2.7% in August, data released by the Office for National Statistics has revealed.

The CISI has announced the winner of its £2,500 Chartered Wealth Manager Scholarship for 2018.

The Financial Conduct Authority is to close its investigations into four life insurers over their fair treatment of longstanding customers.

The Personal Finance Society (PFS) has elected John White as its president for 2018/2019 at the professional body’s AGM.

Chartered Financial Planner, author and Chartered Wealth Manager, Warren Shute, has revealed his tips on gaining and keeping clients.

Experienced Financial Planner Chris Daems, director of Financial Planning firm Cervello, has written about how he dealt with a tricky situation brought about by an affluent expat’s fast-changing retirement plans. 

An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.

Taylor Patterson has revealed its rebrand to Mattioli Woods will be completed on 1 October.

SIPPs and SSAS firm Talbot and Muir has boosted assets by 26%, its latest annual results have revealed.