Investment specialist Blackfinch Group has expanded its senior leadership team by hiring former St James’s Place executive director Caroline Hallatt as its new Chief Operating Officer (COO). 

Wealth manager Brewin Dolphin has reported a 25.7% rise in Financial Planning income in a buoyant set of full year results out today.

The Financial Ombudsman Service has seen a 30% increase in complaints about “authorised” payment scams in the second quarter of this financial year compared to the same period last year.

Over half (54%) of UK adults have had their plans to retire affected by the Coronavirus pandemic, according to new research.

UNIQ Family Wealth, a four-office Financial Planning firm based in Cardiff, is moving its staff to a four day working week to “protect” productivity and boost the mental health and wellbeing of staff.

Wealth manager and Chartered Financial Planner Brown Shipley has appointed Kenny Cummings as a Financial Planner based in Edinburgh.

Asset manager Premier Miton has made a bid for rival firm River & Mercantile.

Regular Financial Planning has been linked to improved mental and physical health by a new study.

Altus and ITM have joined forces to launch the first commercial Pensions Dashboards Integrated Service Provider (ISP).

Rapidly-growing Financial Planner and wealth manager Perspective has acquired Financial Planning firm St Lawrence in Kent, its eighth deal of 2021.