Financial Planning firm Montage Wealth Management has simultaneously achieved the Chartered Financial Planner accreditation for the firm from the CII and the Accredited Financial Planning Firm accreditation from the CISI.

Podcasts can have a serious role in driving Financial Planner marketing according to Pete Matthew, managing director of Jacksons Wealth Management.

Financial Planning firm Cervello has launched a service specifically designed to help employers look after their people.

The FCA has banned a former broker after he “acted dishonestly and lacked integrity” and was deemed “not fit and proper to perform any function in relation to any regulated activity”.

An adviser at an Exeter Financial Planning firm has been welcomed into the prestigious Society of Later Life Advisers (SOLLA) organisation. 

New research from AIG has revealed workers expect to be physically capable of doing their jobs until past their 68th birthday, beyond the age they can start claiming the State Pension even when it is extended to 67 by 2028. 

Financial Planner and wealth manager Tilney has strengthened its investment team with a new hire.

Dynamic Planner, the digital risk profiling and asset allocation investment service, has announced the launch of three major new integrations with leading industry providers.

National IFA firm AFH has boosted funds under management by 68%, according to its latest half-year results.

UK-based wealth manager Kingswood has revealed it has acquired an interest in Manhattan Harbor Capital Inc.