Nearly a third of financial advisers (30%) want to sell their firms, according to a survey.
Read more ...Transact and Intelliflo partner on new adviser app
- Monday, 13 October 2025
- Articles
Platform Transact has partnered with adviser software provider Intelliflo to launch a new app to improve adviser efficiency.
Read more ...91% of IFAs report pre-Budget advice boom
- Monday, 13 October 2025
- Articles
The vast majority of IFAs (91%) have seen a spike in demand from clients for advice in the run up to the Budget, according to a poll.
Read more ...Editor’s Comment: Wealth manager’s decline a lesson in failure
- Friday, 10 October 2025
- Articles
The precipitous decline of wealth manager and Financial Planner WH Ireland has been like watching a car crash unfolding before your eyes.
Read more ...FCA confirms permanent axe for 10% portfolio drop rule
- Friday, 10 October 2025
- Articles
The FCA is permanently axing the 10% portfolio drop notification rule across its handbook as part of a shake-up of MiFID investment rules.
Read more ...Quilter Financial Planning network adds 8 new ARs
- Friday, 10 October 2025
- Articles
Quilter’s advice network Quilter Financial Planning has added eight new appointed representative (AR) firms to its advice network.
Read more ...Cheshire financial adviser fails
- Friday, 10 October 2025
- Articles
Gallery Finance Ltd, a financial advice firm which provided equity release, buy to let and mortgage advice in Cheshire, has been declared in default by the Financial Services Compensation Scheme.
Read more ...Model Portfolios dominate adviser sales in H1
- Friday, 10 October 2025
- Articles
Model portfolios (MPS) grabbed the lion’s share of sales in the UK financial adviser distribution channel in the first half of 2025, according to new data.
Read more ...Carly Dunningham: It’s time to network
- Friday, 10 October 2025
- Articles
In this regular column for Financial Planning Today, columnist Carly Dunningham, chair of the CISI's Financial Planning Forum, looks ahead to the CISI’s Annual Financial Planning Conference in Windsor. You can read this article and more top content in the latest issue of Financial Planning Today magazine.
Read more ...WH Ireland chair quits as wealth arm sale collapses
- Thursday, 09 October 2025
- Articles
Two non-executive directors of troubled WH Ireland, including chair Simon Moore, have quit today after shareholders voted to reject a plan to sell the firms’s wealth arm for £1m.
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