A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need.

Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.

The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.

Legal firm Leigh Day has launched court proceedings on behalf of Woodford investors against Link Fund Solutions Limited over the failed Woodford Equity Income Fund (WEIF). 

Wealth manager and Financial Planner James Hambro & Partners has recruited George Martineau, 7IM’s head of Financial Planning, to help launch its new Edinburgh office.

The CISI, professional body which runs the Certified Financial Planner (CFP) qualification in the UK, is backing World Financial Planning Day (WFPD) on 6 October.

Financial Planning Week, the nationwide annual campaign to promote the benefits of good Financial Planning, has got under way today. 

The FCA has restricted an authorised firm, Sentor Solutions Commercial Ltd, to prevent it carrying out regulated activities without prior written consent from the regulator.

Pension transfer values briefly hit a new high in August as the FCA reviews potential redress for unsuitable transfer advice.

The FCA has banned London IFA and mortgage adviser Anthony George from performing any regulated activity after he deliberately submitted false information about his income on his tax returns to HMRC.