Financial Planning firm Continuum has reported 25% growth in new business in the quarter ending 31 March and has added eight new advisers.
Feeling financially confident is no substitute for the benefits of financial advice, according to new research.
Half of consumers aged 55-74 now expect any property they own to be taken into consideration by their adviser when retirement planning, according to new research.
A new Treasury Committee report on the future of green finance has called on the government and the Financial Conduct Authority (FCA) to consider climate labelling for financial products to tackle “greenwashing”.
Advised net inflows held steady at £0.9bn for investment platform AJ Bell for the quarter ending 31 March, as advised customers rose 14%.
Acquisitive Chartered Financial Planning firm Fairstone has acquired Dundee-based Findlay & Company Financial Services, its third acquisition this year.
In a special platforms report for the latest edition of Financial Planning Today Magazine, Financial Planners have called for platforms to develop better integrations with the most popular back-office systems.
The Financial Services Compensation Scheme (FSCS) declared 11 firms in default in March, including several wealth managers and IFA firms.
Adviser network Socium Group has withdrawn its acquisition offer for financial advice firm Beaufort Group.
The Consumer Prices Index (CPI) 12-month rate rose to 0.7% in the 12 months to March, up from 0.4% in February.