Operating profit and fund inflows fell at wealth manager St James’s Place during 2020 as the pandemic “inevitably disrupted” operations and performance.

Financial advisers fear the continuing impact of the Coronavirus pandemic on clients’ plans more than clients do, according to a new report.

Global private equity house TA Associates has taken a significant stake in acquisitive Chartered Financial Planning firm Fairstone.

The FCA has secured High Court Approval to return £3.42m to victims of a Ponzi scheme couple who ran a series of unauthorised deposit taking and collective investment operations.

The target for Schroders Personal Wealth to become a top 3 Financial Planning business by 2023 has been pushed back two years to 2025 amid signs growth is providing harder to achieve than expected.

M&G Wealth has selected Richard Denning to be the new CEO of Ascentric, the investment platform it acquired last year from Royal London.

The Money and Pensions Service has made three senior appointments including a new Pensions Dashboards programme director and a new chief finance officer. 

Almost a third (30%) of financial advisers expect the age at which clients first engage with a Financial Planning professional to decrease over the next five years, according to new research.

Zahid Bilgrami is to step down as CEO of technology and data provider Defaqto after eight years at the helm.

The Financial Conduct Authority (FCA) today published its final guidance on its expectations for firms on the fair treatment of vulnerable customers.