Growth at leading planner platform Transact has been hampered recently by a struggle to increase staff as quickly as planned due to recruitment issues.

The Aviva-owned robo-adviser Wealthify has signed a partnership deal with wealth manager LGT Vestra to offer lower wealth clients a low-fee digital investment option.

Affluent to ultra-high-net worth investors in the UK were the most likely to use a Financial Planner among 10 leading nations surveyed for a new report.

The 1.25% National Insurance increase for employers and employees announced this week could boost pension saving by making salary sacrifice more attractive, Chartered Financial Planner Sean McCann has predicted.

SIPP provider Curtis Banks increased revenue by 29.4% to £31.7m in the first half of 2021 although profits showed little growth at £6.3m.

Private equity firm Cinven is to acquire one of the UK’s largest financial advisory firms, wealth manager True Potential.

More than 11.6m people have received an inheritance in the past 10 years with 47 the average age at which people receive a windfall, new research has revealed.

The UK fund sector has made major strides in improving its ESG credentials but major improvements are still needed, according to a new report from pension consultants XPS.

Sky News is reporting that private equity firm Cinven is close to sealing a deal to buy North East-based wealth manager and Financial Planner True Potential.

The Government will abandon its Triple Lock on pensions for one year, effectively reducing it to a double lock, to avert an increase in the State Pension of up to 8%.