Investor in Customers (IIC) has launched a new customer insight and assessment product, SM&CR Essential.

A new ‘Institute’ for Financial Wellbeing has garnered hundreds of responses from individuals and Financial Planners who offered to help establish the initiative.

Forty million UK adults are “rolling the dice” when it comes to their retirement, admitting that they either have not or did not set savings targets for their retirement.

Experts have backed the agreement of a Brexit deal between the UK and EU.

Social media network LinkedIn has defended its anti-scam policies after it came under fire from boosst.financial when it fell prey to a cloning scam.

Trade association PIMFA, which represents 1,000 investment managers and financial advisers welcomed over 100 delegates at their Women in Wealth Forum last week, in Central London.

Wealth planning and investment management firm Brown Shipley has hired a new director.

The FCA has started proceedings against Park First Limited, its senior managers, including its chief executive officer and a number of other companies connected to the Park First group. 

The FCA has revealed it received 4.29m complaints in the first half of 2019.

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.