The FCA has suggested advisers create separate suitability reports for insistent clients.

Seven Investment Management has linked up with Intelliflo to connect its cashflow planning tool app.

An IFA that was originally set up to focus solely on providing advice to music and entertainment stars has signed a deal to provide offshore pension and Financial Planning advice to expatriate pension scheme members and pensioners.

The Personal Finance Society is getting a new look.

Aegon has called for the pensions advice allowance and adviser charging to be combined.

A Chartered Financial Planner’s firm is widening the services it provides to clients by moving into insurance broking.

A boutique wealth management firm run by a Chartered Financial Planner has gone on a hiring spree with a triple appointment.

Financial Planning Today magazine recently conducted a reader’s survey, which found about 26% looking to switch platform because they felt the service failed to be adequate.

Inheritance tax receipts have surged by 22.9% in the first quarter of the tax year, HMRC figures show, prompting a Financial Planner to warn of the possible ‘catastrophic effect on family wealth’.

The Financial Adviser School will launch a standalone soft-skills-only course for qualified advisers.