The Chartered Insurance Institute (CII) has moved to take control of the board of its Financial Planning arm, the Personal Finance Society (PFS), following the failure of mediation attempts.

Half (46%) of advised clients using equity release are using property wealth to gift an early inheritance to family, according to a new report.

In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.

Pension transfer activity in November was the highest since July 2020 as more pension members transferred between providers.

Regional equity funds dominated the leaderboard of the most popular funds chosen by advisers on the AJ Bell Investcentre platform in 2022.

Inheritance tax receipts have continued to soar for the government, with an expectation of further rises due to thresholds being frozen until 2028.

Parmenion has added DFM portfolios from wealth manager RBC Brewin Dolphin and investment manager Morningstar to its adviser platform.

One in five (21%) financial advisers plan to make changes to their investment propositions in 2023, according to a new report.

In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.

The contribution to EBITDA from Financial Planning firm Tavistock’s advisory business rose 56% year-on-year to £1.4m for the six months ended 30 September.