Almost two-thirds (64%) of advice firms have altered their future business plans due to Covid-19.

Expanding Chartered Financial Planning firm Wills & Trusts has launched its own firm of solicitors and is planning to launch an accountancy business later this year.

Financial Planners expect increased demand for individual protection products to come from parents with young families, according to a new survey.

The Personal Finance Society has postponed all its large-scale events to 2021 but the professional body will go ahead with a series of smaller and virtual events this year.

Chartered Financial Planner Fairstone has agreed its seventh acquisition deal this year with South East firm Mantle Financial Planning which has £480m in Funds Under Management. 

Advisers due to sit an exam with the CII yesterday faced technology issues as the remote examination system faced configuration issues.

Andrew Marker has succeeded Tom McPhail as chair of the STAR Steering Group, a key cross-industry tech initiative, after the founding chair left the industry in June.

Expanding national advisory group Beaufort Financial has appointed Luke Mason as head of advice.

Financial Planners believe business growth and efficiency to be the biggest challenges they face in 2020, according to a new survey.

M&G Investments and Octopus Investments has signed up to become mentors for the CISI’s 2020 Financial Planning Mentoring scheme.