Quilter chairman Glyn Jones is to step down as chair and director of the firm next year.

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Revenue in the second quarter at wealth management firm Charles Stanley increased by 15.3% year on year to £46m.

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Wealth manager Brooks Macdonald reported a 2.2% increase in funds under management (FUM) for the quarter ending 30 September.

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Defined benefit pension transfer values held up close to their record high for most of September but slipped in the last 10 days of the month due to a sharp increase in government bond yields.

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UK GDP saw modest growth in August with an increase of 0.4% but remains 0.8% below its pre-Coronavirus pandemic level seen of February 2020.

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Over 8 in 10 (86%) investors hit by the suspension of the Woodford Equity Income fund in June 2019 suffered a 'negative impact' to their finances, according to the Association of Investment Companies.

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The Financial Ombudsman Service has upheld two complaints about Integrity IFA’s advice involving unregulated investments in SIPPs and scolded the advice firm for ignoring clients and the ombudsman.

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More than 80% of IFAs rank ESG considerations as important for client portfolios compared to 65% this time last year, according to a new study.

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Tilney Smith & Williamson has formed a Financial Planning partnership with the Royal Institution of Chartered Surveyors (RICS) which will give access to Financial Planning services to RICS members.

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Almost 8 in 10 (79%) 45-54-year-olds (Generation X) say they are worried about spiralling living costs as they approach retirement, according to a new report.

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