Advice and Financial Planning assets grew 6.5% to £11.4bn at wealth manager and Financial Planner Mattioli Woods for the year ending 31 May.

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The Financial Conduct Authority has confirmed it will raise its funding requirement for Financial Planning firms by 8.9% to £94.6m in 2023/24.

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Due diligence fintech DD|hub has today launched an upgraded system to help advisers with the Consumer Duty requirements and help identify the 'foreseeable harms' that could affect clients when using providers.

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The Department for Work and Pensions has launched a new 'Midlife' MOT website to help older workers with their 'Financial Planning' and careers options.

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There has been a 142% increase in the number of additional rate tax payers since the tax bands were frozen in 2021, latest HMRC figures reveal.

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The Financial Conduct Authority has banned Birmingham-based adviser Paul Steel of Estate Matters Financial Ltd (EMF) from working in financial services. 

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M&G Wealth has recruited Abrdn Personal Wealth CEO Caroline Connellan to be its new chief executive.

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Expanding Chartered Planner HFMC Wealth has acquired London Chartered Financial Planner Weston-Cummins which has £350m in assets under advice (AUA).

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The Financial Conduct Authority has received more than 600 applications to its regulatory sandbox since its launch in 2016.

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‘Fitness and propriety’ and ‘compliance’ were the joint top reasons for whistleblowers to complain to the FCA in March.

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