Over two thirds (68%) of Financial Planners have resumed fact to face meetings with clients, according to a new survey.

Assets under management for fund manager Jupiter Fund Management hit a record £60.3m, despite an increase in net outflows to £2.3bn (H1 2020: £2bn outflows).

Plymouth-based Financial Planning firm Continuum has reported a 56% growth in gross profits (year on year) for the first half of 2021.

The Queen has approved a recommendation by the Privy Council that the CISI can use the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.

Private equity firm EQT Fund Management has made a second approach towards an acquisition deal with Australian fintech Iress.

Reported total revenue earning from retail investment intermediation fell by 1% to just under £4.4bn according to data drawn from the FCA’s retail mediation activities return (RMAR) for 2020.

The Financial Conduct Authority (FCA) has proposed changes it its decision-making process to enable it to make faster decisions.

Wealth manager and Financial Planner Tilney Smith & Williamson has hired two senior business development managers from Quilter Cheviot to boost its ambition as a partner for IFAs.

Over half (52%) of financial advice clients reported feeling slightly bullish or bullish, compared to 19% a year ago, according to a new survey.

Wealth manager Charles Stanley is to be acquired by US wealth manager Raymond James, in a deal worth £278.9m.