New statistics have revealed more than 132,000 Help to Save account holders are eligible for bonuses totalling £14m.

Cashflow planning software firm CashCalc has revealed it is to withdraw its Transfer Value Comparator (TVC) tool from its available suite of tools.

BlackRock has selected Dynamic Planner to risk profile its MyMap portfolios.

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

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.

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. 

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.

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.

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.

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