Private equity-funded Financial Planner Cooper Parry Wealth (CPW) has made its third acquisition this year by fully taking over its £220m AUM Tunbridge Wells-based joint venture Creaseys Wealth.

Further consolidation in the direct to consumer platform sector is on the cards as providers struggle to find new business, according to investment consultancy Fundscape.

The absence of a Pensions Bill in today’s King’s Speech is was “frustrating” and “disappointing”, according to pension experts.

Almost half of peopled aged over 50 do not have a detailed retirement plan while only 16% of UK adults are ‘totally confident’ they have enough money to retire in comfort, according to a new UK Retirement Confidence Index.

Wealth management and Financial Planning firm Evelyn Partners has boosted its Bristol Financial Planning team by making three experienced appointments.

Bolton financial adviser Client’s First Financial Consultants (FRN: 767449) has had its permission to conduct regulated activities withdrawn by the FCA after it failed to pay regulatory fees of almost £4,000.

Some 56 FCA-regulated firms amended or withdrew 5,310 financial promotions or advertising between 1 July and 30 September following intervention by the regulator.

Major Swedish-owned wealth manager Söderberg & Partners is launching an adviser platform powered by investment platform Seccl.

Sir David Harrison is stepping down as chairman of Financial Planning-focused wealth management firm True Potential, the company he founded in 2007.

Four out of five adults believe that financial education should be taught in schools but only around one in eight parents said that their child has received it, according to a new study.