Advisers risk losing clients if they fail to acknowledge and factor in their environmental, social and governance (ESG) preferences, according to an asset management firm.

Work and Pensions Secretary Esther McVey’s recent backing for the pensions dashboard, in her speech at the Conservative Party Conference this week, brought relief to the profession.

Brexit uncertainty is “biting hard” on banks and investment managers with optimism in the financial services sector falling sharply in the quarter to September.

The CII and PFS are opening a new office in Dubai to cover the Middle East and Africa in response to “growing demand from the region for the raising of professional standards.”

Two firms of Chartered Financial Planners in East Anglia - Smith & Pinching and Almary Green - are to merge, creating a business with 125 staff.

A panel of expert Financial Planners answered questions posed by mystery delegates at the CISI Annual Financial Planning Conference in Birmingham this afternoon.

FCA chairman Charles Randell has warned that the regulator will resist any calls for excessive financial de-regulation as Brexit looms and memories of the last financial crisis in 2008 fade.

The CISI Annual Financial Planning Conference heard today from an expert panel that many lessons can be learned from the BSPS debacle and more must be done to stop a repeat.

CISI head of Financial Planning Jacqueline Lockie, described this year’s Annual Financial Planning Conference as “amazing”, as more than 450 people attended the two-day event in Birmingham yesterday and today - up on last year.

The Chartered Institute for Securities & Investment revealed the winners of its 2018 Financial Planning Awards at its Annual Financial Planning Conference Gala Dinner on Monday evening (1 Oct).