Adviser support network SimplyBiz has partnered with Usay Compare to offer a private medical insurance (PMI) referral service to its members.

Martin Gilbert’s AssetCo has recorded a £9.3m loss for the year ending 30 September 2022.

The Financial Services Compensation Scheme has declared Scottish Financial Planner Alexander Sloan (FRN: 190674) in default.

The Financial Ombudsman Service’s uphold rate has remained steady at 35% despite a rise in new enquiries and complaints about financial products.

The cost of living crisis could lead to mass breaches of the money purchase annual allowance (MPAA) as more people flexibly access taxable income from their retirement pot to cover increased costs.

Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m – has been targeted by fraudsters with a cyber attack.

Wealth manager and Financial Planner Kingswood has launched an AIM IHT & ISA Portfolio Service to help clients with estate planning.

UK inflation eased for a third month in a row in January, with CPI falling 0.6% for the month.

The biggest concern of high net worth clients is planning for Inheritance Tax, according to new research from RBC Wealth Management.

Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market.