Punter Southall Aspire has recruited Chartered Financial Planner Josh Gordon for its Poole office.

Wealth management trade association PIMFA has called for the Financial Conduct Authority (FCA) to come forward with tangible, tested proposals to introduce friction into the consumer journey with respect to financial promotions.

The Financial Conduct Authority (FCA) said its review of fund managers found that most were falling short on assessing the value of their funds.

Financial Planners felt obliged to challenge one in four clients wishing to gift money to children, according to a new report.

A considerable growth in the number of available MPS solutions is helping to drive down charges, according to adviser data provider Defaqto.

SIPP provider iPensions Group has partnered with Rackspace Technology to upgrade the technology for its new platform.

The Openwork Partnership, one of the UK’s largest financial advice networks, has expanded its graduate recruitment scheme to its wider business functions and announced the recruitment of an additional 15 graduates.

Bath-based financial services technology provider Altus has been sold to Canadian software company Equisoft for an undisclosed sum. 

Leading SIPP and SSAS expert Martin Tilley is to join Westbridge SSAS as director and head of Pensions Technical & Compliance from 9 August.  

The Novia platform has claimed to be the first in the UK to offer a with profits investment product to advisers and their clients.