Fast-growing Financial Planner and wealth manager Kingswood Group has ruled out a sale of the business after a strategic review.

Investment expert Fraser Donaldson of Defaqto writes a regular column on DFMs for Financial Planning Today magazine, our sister publication and this is his latest column in the current issue to give you a taste of the column. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.

Investment expert Fraser Donaldson reviews the FCA's latest 'Dear CEO' letter on cash interest. Mr Donaldson, Insight Consultant at Defaqto, writes a regular column on DFMs for Financial Planning Today magazine with the latest column reproduced below. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.

City of London Financial Planning firm and wealth manager Helm Godfrey has been acquired by private equity-backed wealth manager Hurst Point Group for an undisclosed sum.

City of London futures broker ADM Investor Services International has been fined £6,470,600 by the FCA for inadequate anti-money laundering systems and controls.

New private pension figures published by HMRC have revealed that the number of self-employed people contributing to a personal pension climbed to 340,000 in 2021-22, up from 330,000 the previous year.

Just over a month after its shareholders rejected a takeover bid from British fund manager Liontrust, the newly-elected board at Swiss-based asset manager GAM has appointed global chief risk officer Elmar Zumbuehlas as chief executive.

The FCA has warned firms to ensure that they comply with new rules that strengthen the responsibilities and expectations of principals in relation to their appointed representatives (ARs).

Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.

Financial advisory firm Dow Schofield Watts, which has a wealth planning division run by a Chartered Financial Planner, has expanded with the acquisition of a Lancashire-based HNW client tax specialist STS Europe.