Wealth manager and Financial Planner Perspective has added £310m to its assets under management following the completion of four further acquisitions.

Financial Planners and wealth managers have shared their disappointment at CPI inflation remaining stubbornly stuck at 8.7% in May.

Bury-based Chartered Financial Planner Rosebridge has launched a discretionary fund management arm in collaboration with platform and investment provider Vanguard and investment and pensions consultancy business Redington.

NS&I has increased its Premium Bond prize fund rate from to 3.3% to 3.7%, the sixth increase in just over a year and its highest rate in more than 15 years.

Effective jargon-free communications are crucial for advisers and Financial Planners in delivering value for money under Consumer Duty, according to new research.

Former Zurich European chief executive Gary Shaughnessy has been awarded a CBE for services to business and charity in King Charles’ birthday honours list.

Investment and wealth manager Quilter Cheviot is to offer training to financial advisers on how to spot and deal with ‘greenwashing’ - unrealistic and incorrect claims about the green credentials of investments.

Fintech firm Fintel, parent of Defaqto and SimplyBiz, has invested in new Planner tech business Plannr Technologies, a developer of a new customer relationship management (CRM) system for Financial Planners.

There needs to be fundamental reform to the State Pension to prevent later life poverty from worsening as the pension age rises, a new report warns today.

Libby Roy, the CEO of platform engine and fintech Bravura Solutions, is to step down with immediate effect after only a year in the role.