Industry veteran John Moret has called on the Financial Conduct Authority to add a customer service 'dashboard' to its proposed Consumer Duty rules.

Almost half (47%) of wealthy Britons say their finances have improved due to retaining lockdown habits such as stricter budgeting and curtailing unnecessary spending. 

Acquisitive Financial Planning firm Independent Wealth Planners has hired Helen Thornton for the newly created role of chief people officer.

Funds under management rose 60% for Brooks Macdonald Investment Solutions (BMIS) in the six months ending 31 December.

The Financial Conduct Authority has placed a restriction on Bristol-based SIPP provider Hartley Pensions which prevents it from taking on new business.

Certified and Chartered Financial Planner Lien Luu and three financial experts have written a comprehensive new book for professionals on financial services.

Wealth management skills have become core for Financial Planners as the profession moves upmarket.

Savings and retirement provider Phoenix Group has rebranded its visual identity to reflect its more consumer-led brand.

Social media companies and search engines will be responsible for preventing paid-for scam adverts on their platforms under a new amendment to the draft Online Safety Bill.

Financial Planner and wealth manager Quilter, one of the UK's largest adviser firms, has allocated an additional £7m for redress of British Steel Pension Scheme members and confirmed it cut 200 Financial Planner jobs in 2021.