Adviser honesty has been ranked the most important consideration for consumers, a new survey has found.

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Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.

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UK-based wealth manager Kingswood Holdings has revealed that it has seen “strong performance” this year across its recently-launched ethical range of portfolios on its managed portfolio service. 

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Financial Planning Today’s online audience has increased by 58% over the past 12 months with more than 121,000 visitors to the site during that period, according to the latest industry data.

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DB transfer values rose to record highs in August 2019, while the number of members requesting a transfer value continues to increase, according to XPS Transfer Watch.

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Chartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.

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Pensions and employee benefit consultancy Quantum Advisory has appointed industry veteran and Financial Planning-qualified Julian Fox as a principal consultant, writes Cormac Sibley.

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The Financial Services Compensation Scheme received 110 claims against Consumer Wealth – a collapsed adviser linked to Greyfriars P6 investment.

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Intelliflo has been authorised by the FCA for registration as an account information service provider (AISP).

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Flexible pensions cash may be a major contributor to the rise in savings deposits – rather than a rise in consumers saving more, new research has suggested.

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