Financial Planning technology firm Ortec Finance has turned to former St James’s Place division director John O’Driscoll to boost its UK Financial Planning ambitions.

Almost a fifth, 17%, of UK adults aged 55 or over, have never checked their pension, according to new research.

Fidelity International reckons there are overlooked growth opportunities among small US businesses and has launched a new fund to cash in.

Platform group Nucleus has launched a new CPD learning zone, which it has made available to Financial Planners and paraplanners who support its propositions - Nucleus Wrap, James Hay, Third Financial, Curtis Banks and Talbot and Muir. 

Fidelity International has turned to AI to launch what it calls a “conversational interface” which is says is designed to enhance the experience of customers on its personal investing platform.

The proportion of savers accessing a pension for the first time using regulated advice has fallen to less than a third according to the latest FCA figures.

Investment platform provider Hargreaves Lansdown will offer its own-branded savings deposit account for the first time through a partnership with Shawbrook Bank.

Former HSBC banker John Goddard has been appointed chief executive at wealth manager Quilter's high net worth division Quilter Cheviot following regulatory approval.

Taunton-based Nicholas Harper, 26, has been convicted of breaching the Data Protection Act but acquitted of fraud and unauthorised business offences connected to an investment fraud following a prosecution brought by the FCA.

Troubled wealth manager WH Ireland has sold its loss-making £1bn wealth management business to Oberon Investments for £1m in cash and says it will begin winding down the business.