deVere Group believes its new private bank is the first in the world to be owned by an independently-owned financial adviser firm.

The chief executive of the PFS has warned that the Financial Planning sector is being ‘strangled’ by ‘inefficient and burdensome regulation’.

A Welsh advice firm has launched a robo-adviser for clients with between £1,000 and £50,000 to invest.

Donald Trump will officially become president of the USA later today when the grand inauguration ceremony takes place.

A Discretionary Fund Manager has said to sorry to clients after they were sent bogus emails as a result of a cyber attack.

Zurich says plans to axe 240 jobs are necessary to make it “sustainable in a highly competitive market”.

Nearly three quarters of wealthy Brits have been ignoring basic estate planning tools, a report has suggested.

A Chartered Financial Planner is expanding a training academy for planners that he launched last year.

The fourth issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online and available first to our email newsletter subscribers.  

More than one in five people with multiple pensions has lost track of one or all of them.