Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering.

Savers paid £75bn into 13m new adult ISAs in the 2019/20 tax year, a rise of £7.1bn year-on-year, according to the latest ISA statistics from HMRC.

Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.

Financial Planning firm Insight Financial Associates has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.

A pair of Chartered Financial Planners who sold their previous business to 1825 have founded a new Raymond James wealth management branch in Barbican, London.

Pension and investment provider Aegon has shifted over £5bn of client money into ESG investment strategies.

Wren Sterling has completed its acquisitions of Sentinel Private Clients, Bookeeping Administration Services, and Rothesay Intelligent Financial Services.

The majority of Financial Planners expect their net assets under management and client numbers to increase over the next year, according to a new survey.

Women are twice as likely (17%) to leave Financial Planning to their partner than men (8%), according to a new report.

The Personal Finance Society has said some personal finance employers, including Financial Planners, need to do more to make sure their employees with caring responsibilities are aware of their flexible working options.