David Dalton-Brown, CEO of investment and savings trade body TISA, will step down at the end of January.

Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.

National Financial Planning group Continuum has predicted that annuities may see a return to favour as advisers try to cope with the impact of soaring inflation on their clients.

It said that all advisers, administrators, trustees and providers should take responsibility for protecting pension savers by joining its pledge to combat pension scams.

Investment platform AJ Bell saw 4,960 net new advised customers for the three months ending 31 December, up 38% compared to the same period in 2020.

Financial Planning Today editor Kevin O'Donnell recently caught up with Life Planning guru George Kinder, one of the world's best known advocates for Financial Planning, about his new book, his views on the profession in 2022 and how he sees the long-term impact of Covid-19 on the way Financial Planners work.

Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations.

The long-serving CEO of the Chartered Institute for Securities & Investment (CISI), Simon Culhane Chartered FCSI, will step down in September after 18 years in the role.

Wealth manager Charles Stanley’s takeover by rival Raymond James has moved a step closer with the scheme of arrangement receiving High Court approval.

Only 16% of over-45s informed their financial adviser they were facing circumstances which could make them financial vulnerable, according to a new report.