Financial adviser delegates have identified the biggest threats to their businesses as being large product providers going direct to clients and robo advice.

The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.

St. James’s Place has hired a former Towry and Prudential Chartered Financial Planner as head of business for its academy in Manchester.

Bedford-based financial adviser firm Total Wealth Solutions is being voluntarily wound up after the firm had a complaint upheld against it by the Financial Ombudsman Service over pension transfer advice to move a client's money to a fund linked to a Brazilian rainforest scheme.

Financial Planning business Tilney has added another Chartered Financial Planner to its ranks as its hiring spree continues.

A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.

A DFM aiming to challenge rival firms whose services are reserved “only for the very wealthy” is set to launch a £51.6 million initial public offering.

Accredited Financial Planning Firm Mazars has appointed Sarah Lord, a Chartered and Certified Financial Planner, as a Financial Planning Partner.

Curtis Banks Group’s communications boss has been added to the board of Suffolk Life after a ten-year stint working for the firm.

An FCA boss will be busting myths as part of a Paraplanning training day completely dedicated to report writing.