Expanding Financial Planner and wealth manager MKC Wealth has acquired £120m AUA adviser Yodelar Investments Ltd and online platform Yodelar.com for an undisclosed amount.

The FCA is proposing a major rule overhaul for managers of alternative investments to promote growth and get rid of old EU regulations.

Richard Mattison, director of SIPP and SSAS  provider Whitehall Group, reflects on the huge changes he's seen in his 35 years in the sector in this guest column for Financial Planning Today where he questions the direction of the pensions and advice sectors and decades of regulatory 'tinkering.'

Chartered Financial Planner Susan Hope, a business development director at Scottish Widows and a pensions advocate, writes about how, as National Insurance changes take effect, salary exchange (also called salary sacrifice), could be a new opportunity for Financial Planners. 

Surrey-based adviser firm Jacob Hopkins McKenzie Ltd (FRN: 793392) - which also traded as 'How Refreshing' - has been declared in default by the Financial Services Compensation scheme.

Financial Planners are holding firm in their advice to clients as a result of the global market crash but do not rule out making changes to client plans in the near future, they have told Financial Planning Today.

Financial Planner Finli Group, formerly Solomon Capital Holdings, has made a further four Financial Planning firm acquisitions.

Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.

The Pensions Regulator (TPR) has levied almost £100,000 in penalties against small DC pension schemes for governance failures related to the 'value for members' assessment.

Sales of Model Portfolio Service (MPS) funds dominated the UK financial adviser channel during the second half of 2024.