Adviser tech firm O&M, part of fintech Iress, is to provide free CPD-qualifying webinars on drawdown for advisers.

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The FCA has fined Commerzbank AG (London Branch) £37.8m for failing to operate adequate anti-money laundering (AML) systems and controls between October 2012 and September 2017.

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Preliminary findings from Financial Planning Today’s annual Financial Planning Survey - currently under way - suggest that nearly half of Financial Planning, Paraplanning and adviser firms have furloughed some staff.

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Chartered Financial Planning firm Fairstone has signed up Lincs firm MT Financial Management to join its acquisition programme.

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The Consumer Prices Index (CPI) 12-month inflation rate fell significantly to 0.5% in May - the lowest rate for four years.

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The majority (92%) of Financial Planners have seen an increase in demand from clients for investments which have a positive impact on society, according to a new survey.

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The Personal Finance Society’s e-mentoring scheme saw a surge in interest from Financial Planners as Coronavirus restrictions were introduced.

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The Coronavirus pandemic has forced a widespread rethink of retirement plans as 18% change their retirement age and 20% of over-55s have considered raiding their pension savings, according to a new report.

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Expanding Financial Planning firm Independent Wealth Planners UK has acquired Herts-based Richmond House Wealth Management, its second acquisition in the South East in 2020.

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The pensions consultancy XPS has launched a Scheme Vulnerability Analysis tool, designed to help pension schemes assess the potential impact of the Coronavirus pandemic on members’ life expectancy. Read more ...
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