Veteran Financial Planner Tony Lewis says he has no plans to retire despite being just a few months away from his 82nd birthday.

The Institute for Financial Wellbeing (IFW), the non-profit body which aims to promote and campaign for better adviser and client wellbeing, is holding its 2024 annual conference later this month with the theme of ‘Financial Wellbeing 2030.’

Fintech Iress is to sell its Pulse portfolio management software to SecuritEase Holdings UK Limited, part of New Zealand-based SecuritEase group.

South East accountants and Financial Planners Carpenter Box have appointed a new director of its Later Life advice team and announced 16 new promotions across the group.

Fintech and data provider Defaqto has today launched a new tool to provide comparisons between Managed Portfolio Services (MPS) and is also updating its MPS performance data monthly from now on.

The Bank of England's Monetary Policy Committee voted today by 7-2 to keep the bank base rate at 5.25% for the sixth time amid signs a base rate cut in the second half is possible but by no means certain.

The Financial Reporting Council, the regulator of auditors, accountants and actuaries, has imposed major fines and sanctions on three audit firms over their failings over the collapse of £237m mini-bond firm London Capital & Finance (LCF) plc.

Pensions Dashboards, the government's overdue scheme to provide consumers with an all-in-one location for pensions plans, should be expanded to include guidance to help consumers with their decision making, according to the Society of Pension Professionals (SPP).

Too many unanswered questions on the Lifetime Allowance axe are causing disruption for retirees, according to a new report from pension consultants LCP.

The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.