The Serious Fraud Office is investigating the Alpha and Green Park group of companies for misleading investors and money laundering.

Financial Planners need to work together in order to engage the next generation of clients as soon-to-be inheritors, according to expanding Financial Planning firm Progeny.

Nucleus’ chief risk officer Martin Ettles has been confirmed as taking on the same role across the combined Nucleus and James Hay platform group.

Pareto Financial Planning has partnered with accountants and business advisers Beever and Struthers to provide staff and clients with independent financial and wealth management advice.

Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.

Nearly 1 in 5 retirees (17.5%) have been the victim of a financial scam, according to new research from the Financial Services Compensation Scheme (FSCS). 

Fintel’s new chairman Gary Hughes has stepped down for personal reasons after only six months in the role, with former chairman and founder Ken Davy returning as interim chairman.

A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need.

Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.

The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.