Chartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.

Pensions and employee benefit consultancy Quantum Advisory has appointed industry veteran and Financial Planning-qualified Julian Fox as a principal consultant, writes Cormac Sibley.

The Financial Services Compensation Scheme received 110 claims against Consumer Wealth – a collapsed adviser linked to Greyfriars P6 investment.

Intelliflo has been authorised by the FCA for registration as an account information service provider (AISP).

Flexible pensions cash may be a major contributor to the rise in savings deposits – rather than a rise in consumers saving more, new research has suggested.

The number of HNW and mass affluent people in China is set to surpass 56m in 2022 - up 16.5m on 2018, according to a global wealth data provider, writes Cormac Sibley.

St. James’s Place Wealth Management Asia, the international business of the wealth manager, has revealed that its Singapore subsidiary, St. James’s Place (Singapore) Private Limited, has been granted a Capital Markets Services licence by the Monetary Authority of Singapore.

Cashflow modelling firm Prestwood has strengthened its partnership with Intelliflo and its Intelligent Office business management system.

Seven Investment Management (7IM) has appointed Chris Phillips as its chief client officer.

The Pensions Regulator’s list of authorised master trusts has been updated this morning to include two additional schemes, bringing the total to 20.