Two non-executive directors of troubled WH Ireland, including chair Simon Moore, have quit today after shareholders voted to reject a plan to sell the firms’s wealth arm for £1m.
In this regular column for Financial Planning Today, Dr Matthew Connell, director of policy at the Personal Finance Society, looks at plans to limit complaint.
Schroders has sold its 49.4% stake in Schroders Personal Wealth Financial Planning arm to the Lloyds Banking Group in return for Lloyds' 19.1% stake in Cazenove Capital.
Four in five high net worth (HNW) individuals (81%) believe it is crucial for advisers to initiate conversations about philanthropy, but only one in three (33%) have experienced such engagement, according to new research.
The FCA has stripped West Sussex-based IFA Rhoss Dancey (FRN: 666823), trading as RDI Wealth Management, of its permissions to carry out regulated business.
Three in five (60%) of Cash ISA holders would consider moving some of all of their money into a Stocks and Shares ISA, according to a new report.
Professional body the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2026 to be an opportunity for Financial Planners to "give back" to their communities.
Today (8 Oct) is the ninth annual World Financial Planning Day, run by the Denver-based Financial Planning Standards Board (FPSB).
St James’s Place has added four new passive fund-of-funds to its Polaris range, in its first purely passive launch.
Wealth management trade association PIMFA has voiced concerns about the effectiveness of the Treasury’s proposed reforms for the Financial Ombudsman Service.