A survey by three leading professional bodies has revealed that over 1 in 3 finance professionals considered themselves to be vulnerable during the past 12 months.

Discretionary Fund Manager Seven Investment Management (7IM) has launched a cautious portfolio within its passive model portfolio service (MPS).

Rapidly expanding Financial Planning-focused advisory group Independent Wealth Partners (IWP) has acquired Southport-based Chartered Financial Planning firm Premier Wealth Management.

The Financial Conduct Authority has proposed that firms offer a default investment option to non-workplace pension clients.

Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.

Digital wealth manager Moneyfarm has launched a solution for UK advisers.

The economic secretary to the Treasury has said the FCA must transform into a “more nimble and innovative” regulator.

Chartered Insurance Institute chair Helen Phillips has urged members to take part in one of the professional body’s biggest consultation initiatives in its history.

Regular Financial Planning has been linked to improved mental and physical health by a new study but what do planners think?

Quilter Financial Planning has sold the advice arm of the Lighthouse Group.