Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year.

Financial Planning Today is pleased to announce the winners of our Financial Planning Today annual survey prize draw.

Investment and wealth manager M&G has appointed former Sesame Bankhall Group chief Ross Liston as chief executive of its Financial Planning-focused wealth division M&G Wealth Advice.

I started my career in financial advice some 35 years ago and have been running our firm with my wife Joanna for the last 20 years as a family business.  We still advise clients that we first met three decades ago.