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.

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

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

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

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

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

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

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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.

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

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

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