Evelyn Partners has signed a deal for the staff and clients of Glasgow-based wealth manager and Financial Planner PPM Wealth to join Evelyn. 

Two independent directors of the Personal Finance Society have quit the board and will fight to try and block the potential transfer of £19m in PFS reserves to the CII.

Inheritance tax receipts hit £1.2bn in April and May, a £100m rise year-on-year, according to figures released by HMRC this morning.

Wealth manager and Financial Planner Perspective has added £310m to its assets under management following the completion of four further acquisitions.

Financial Planners and wealth managers have shared their disappointment at CPI inflation remaining stubbornly stuck at 8.7% in May.

Bury-based Chartered Financial Planner Rosebridge has launched a discretionary fund management arm in collaboration with platform and investment provider Vanguard and investment and pensions consultancy business Redington.

NS&I has increased its Premium Bond prize fund rate from to 3.3% to 3.7%, the sixth increase in just over a year and its highest rate in more than 15 years.

Effective jargon-free communications are crucial for advisers and Financial Planners in delivering value for money under Consumer Duty, according to new research.

Former Zurich European chief executive Gary Shaughnessy has been awarded a CBE for services to business and charity in King Charles’ birthday honours list.

Investment and wealth manager Quilter Cheviot is to offer training to financial advisers on how to spot and deal with ‘greenwashing’ - unrealistic and incorrect claims about the green credentials of investments.