Investment platform AJ Bell saw 4,960 net new advised customers for the three months ending 31 December, up 38% compared to the same period in 2020.

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Financial Planning Today editor Kevin O'Donnell recently caught up with Life Planning guru George Kinder, one of the world's best known advocates for Financial Planning, about his new book, his views on the profession in 2022 and how he sees the long-term impact of Covid-19 on the way Financial Planners work.

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Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations.

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The long-serving CEO of the Chartered Institute for Securities & Investment (CISI), Simon Culhane Chartered FCSI, will step down in September after 18 years in the role.

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Wealth manager Charles Stanley’s takeover by rival Raymond James has moved a step closer with the scheme of arrangement receiving High Court approval.

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Only 16% of over-45s informed their financial adviser they were facing circumstances which could make them financial vulnerable, according to a new report.

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The Financial Services Compensation Scheme has warned LCF bondholders about scam emails claiming to be from a director of LCF.

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Fast-growing wealth manager and Financial Planner Kingswood has appointed Hayley Burton as a regional managing director and head of wealth planning.

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There are now 2,001 ISA millionaires in the UK with average pots of £1.4m.

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The Financial Conduct Authority is planning to tighten rules covering financial promotions for high-risk investment products.

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