Fast-growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired south west-based City Financial Planning for an undisclosed amount, adding a further £800m of AUM. 

Financial Planning firm Perspective has appointed former Kingswood COO Harriet Griffin as chief operating officer, a new role for the group.

The guaranteed income offered by annuities means annuity-holders are more likely to report lower levels of stress and the highest level of financial confidence compared to those without one, according to a new study.

More than 1,200 attendees have registered to attend this week's PFS Annual Conference taking place in Manchester just days after PFS interim CEO Don Macintyre quit after two years in role.

Nearly 1,800 people have attended this year's Personal Finance Society National Conference in Manchester today - far exceeding expectations, with hundreds more attending than predicted.

The Association of Member-Directed Pension Schemes (AMPS), a trade body for SIPP and SSAS providers, has appointed Debbie Seaton of Seabridge SSAS as its new chair, taking over from Andrew Phipps.

Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.

The FCA has published new rules firms must follow when designing and operating commercial Pensions Dashboards.

The FCA has halted regulated business at Hull-based claims management firm (CMC) Prestige Legal Ltd (FRN 915619).

Seven firms, including several Financial Planning firms, have achieved Corporate Chartered status with the Chartered Insurance Institute (CII) during September and October.