Dynamic Planner has announced its ninth annual conference will be delivered virtually on 10 March, as the Coronavirus pandemic looks likely to put a dampener on the 2021 conference season.

Wealth manager, pensions and employee benefits firm Mattioli Woods’s total client assets have hit a milestone £10bn, according to its most recent trading update.

Net retail fund sales reached a record monthly high of £8.3bn in November 2020, beating the previous record of £5.7bn set in September 2017, according to the latest data from the Investment Association.

Brooks Macdonald has stopped applying VAT on the group’s managed portfolio service (MPS) from 1 January 2021.

John Stevenson, managing director of Manchester-based Pareto Financial Planning, has been recognised for his support of cancer charities with an MBE in the Queen’s New Year Honours list.

Less than half of UK advisers (43%) said they are confident about their business’ prospects over the next twelve months, according to a new white paper.

The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.

Nearly 6 in 10 respondents (59%) to the FCA’s Coronavirus Financial Resilience Survey expect the pandemic to hit their income, with most expecting a drop of up to 25%.

Newton Investment Management, part of BNY Mellon Investment Management, has appointed former Aviva Investors CEO Euan Munro as its new chief executive.

Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.