A lack of digital and ESG offerings is preventing some Financial Planners from winning new business from the families of existing clients, according to a new report.

Entrepreneurs are more likely to choose to invest in property rather than a pension, according to new research.

From today equity release customers have the right to make voluntary, penalty-free partial loan repayments.

The UK Government has sold £1.2bn of its shares in NatWest Group, reducing its stake to below 50% for the first time since its 2008 rescue deal for the group.

Wealth manager and Financial Planner BRI Wealth Management has appointed Dan Boardman-Weston as its next CEO from 1 April. 

The FCA, and its sister body the Payment Systems Regulator (PSR), are to lead a study into setting up a regulator of Open Banking.

The FCA has made significant changes to the rules on Packaged Retail and Insurance-based Investment Products (PRIIPs) in one of its first major moves away from EU regulation.

Investment company purchases by advisers via platforms hit a record £1,298m in 2021, an increase of 23% on 2020.

The Initiative for Financial Wellbeing (IFW) is to return to an in-person, one-day annual conference for Financial Planners to be held in Bristol on 25 May.

Kreston Reeves Financial Planning, part of the Craven Street Wealth group, has acquired Canterbury Financial Planner Tarvos Wealth, boosting its total assets under advice to £1.15bn.