Platform Transact has added a facility to allow users of the Timeline pension app to import Transact client portfolio data.

One of the best known figures in UK investment, Justin Urquhart Stewart, is to take on a new ambassadorial role at 7IM, the company he co-founded, as he retires and steps down from his full-time position with the firm.

The failure to include appointed reps in the FCA’s new Senior Managers & Certification Regime, which comes into effect today (9 December) is an “oversight”, according to a regulatory expert.

There are growing concerns that more property funds will be suspended after Prudential halted dealing in its UK Property Fund late on Friday.

Over two thirds of financial advisers believe financial education is the “most important” way to encourage people to save more for retirement.

A leading thinktank says the older generation will be responsible for 63p in every £ spent by 2040 and could represent a golden business opportunity.

Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.

After several months in the doldrums, fund sales perked up in October with a surge in bond fund investment.

Bristol-based Financial Planning firm Paradigm Norton has set up a ‘Leadership Academy’ to train the next generation of company leaders.

A new survey has found that  34% of advised clients become less cautious about investment risk following a discussion with their adviser, compared to just 16% who become more cautious.