Schroders Personal Wealth has seen a 133% increase in referrals for the first half of 2021 (compared to H1 2020).

Lloyds Banking Group is to acquire fast-growing retirement and wealth management company Embark Group.

The Financial Conduct Authority (FCA) has launched a consultation on proposals to improve transparency on the diversity of company boards and their executive management teams.

Financial Planning and wealth management firm Perspective Financial Group has completed the acquisition of four IFA firms in Warrington, Sevenoaks, Burford and Bury.

Wealth manager St James’s Place has seen gross inflows of £9.2bn (H1 2020: £7.3bn) for the first half of the year.

The Financial Conduct Authority has relaxed some of its rules on special purpose acquisition companies (SPACs), an increasingly popular takeover vehicle.

More Financial Planners are positive about the coming 12 months (86%) than were positive last year (83%) according to Financial Planning Today magazine’s annual Financial Planning Survey.

Nearly one in three retirees are retiring in debt in 2021 according to new research.

Inheritance tax receipts rose 33% year on year between April and June to £1.5bn, according to recent data published by HMRC.

Almost half (46%) of over 55s have no idea how much money they need in order to retire comfortably, according to new research.