Chartered Financial Planner Darren Cooke says fellow planners should prioritise keeping the clients they already have, rather than seeking new ones.

An ex-policeman who changed career to become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool.

The Investment Association has set out plans for a new industry code as it looks to standardise disclosure for charges and transaction costs.

The FCA has revealed that four Sipp operators have failed to meet the requirements of the new capital adequacy rules.

Owners of Financial Planning and advice firms have been warned to avoid a ‘rushed’ or ‘desperate’ sale.

Old Mutual is selling a stake in its US asset management arm, it revealed this morning.

The FOS has ruled against an IFA firm over a Sipps case, concluding that ‘unsuitable advice’ was given.

Mums have lost hundreds of millions of pounds in retirement, a pensions firm has calculated, because of a change in the rules on child benefit.

A 3,000 strong adviser network is launching a new discretionary service next month.

Financial advisers have shared their opinions on the service they receive from over 200 providers including platforms and DFMs.