Around two in five (40%) financial advisers see finding and attracting new clients as the biggest challenge facing their businesses, according to a new report.

Many congratulations to the five winners of our 2023 Financial Planning Reader Survey Prize Draw.

US private equity firm Parthenon Capital is to acquire a majority share of wealth manager and Financial Planner Titan Wealth later this month.

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adviser Client’s First Financial Consultants (FRN: 767449) has had its permission to conduct regulated activities withdrawn by the FCA after it failed to pay regulatory fees of almost £4,000.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