An Independent Review has cleared the Financial Ombudsman Service of being unfit for purpose following a probe by Channel 4’s Dispatches programme earlier this year.
Cashflow modelling provider Prestwood Software is launching a suite of advanced pension planning tools to help planners deal with clients underfunding pensions.
Major platform provider FNZ has acquired the German platform ebase as part of its plan to be the leading provider of B2B wealth management platforms in Europe.
A user survey by platform Nucleus says that the appetite for adviser business owners to acquire rival firms remains strong with 42% interested in buying a business.
Andrew Salmon is to take up the role of chief executive officer at Chartered Financial Planner-focused wealth manager Arbuthnot Latham & Co with immediate effect.
A further 67 companies - including Financial Planning firms and major financial providers - have signed up to the Treasury’s Women in Finance Charter including St James's Place, JP Morgan, Investec Asset Management and Yorkshire Building Society.
Liberty SIPP has reported revenue up by a third and assets under management up to nearly £3bn.
Old Mutual Wealth Private Client Advisers has acquired the advisory arm of Chartered accountancy business, Saint & Co, in Carlisle.
National financial services and Financial Planning group AFH today said it would be the first financial adviser in the UK to scrap platform fees for its clients.
The Chartered Institute for Securities & Investment has revealed details of its keynote speakers due to take to the stage at this year’s 2018 CISI Financial Planning Conference on 1 – 2 October.