Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.

The Financial Conduct Authority has called on wealth managers to justify high fees and prove value for money in a 'Dear CEO' letter.

The total levy to pay for the cost of the Financial Services Compensation Scheme is set to soar by £145m from £270m this year to £415m in 2024/25.

Alltrust has partnered with Platform One to launch a white-label investment and custody platform.

Nearly 7 in 10 financial advisers (67%) expect clients to postpone retirement due to cost of living concerns, according to a new report.

Around two in five (40%) financial advisers see finding and attracting new clients as the biggest challenge facing their businesses, according to a new report.

Many congratulations to the five winners of our 2023 Financial Planning Reader Survey Prize Draw.

US private equity firm Parthenon Capital is to acquire a majority share of wealth manager and Financial Planner Titan Wealth later this month.

Private equity-funded Financial Planner Cooper Parry Wealth (CPW) has made its third acquisition this year by fully taking over its £220m AUM Tunbridge Wells-based joint venture Creaseys Wealth.

Further consolidation in the direct to consumer platform sector is on the cards as providers struggle to find new business, according to investment consultancy Fundscape.