Financial Planning firm Perspective has appointed Sam Ward as head of mergers and acquisitions.

M&G’s platform and advice businesses saw an increase in annual pre-tax losses to £32m in 2023 (2022: £24m).

After a turbulent two years platforms are beginning to show signs of recovery with assets up, according to a new study by platform consultancy the lang cat.

The FCA’s thematic review - which investigated how firms were providing retirement income advice - has demonstrated the value of a good Financial Planner, according to financial professionals.

Platform and investment manager 7IM has acquired Financial Planning firm Eastcote Wealth Management for an undisclosed sum.

Sales of new individual income protection policies rose 16% year-on-year to hit 247,000 in 2023, according to new figures from insurance and investment provider trade body the ABI.

Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.

Investment manager Titan Private Wealth has appointed Matt Beddall as joint CEO alongside existing CEO Mark Puleikis.

CPI inflation, the main measure of inflation, dropped sharply in February to 3.4% from 4% in January, ONS said today.

The Financial Conduct Authority has today written to the chief executives of financial advice firms asking them to review their retirement income advice processes.