A new “Portfolio Cloning tool” designed to help advisers and Discretionary Fund Managers has been launched by Ascentric.

The cost of regulation for smaller adviser firms is £32,000 a year, with each client paying £160 on average, research has suggested.

Mortgage market rules should be used as a blueprint for banning pensions cold-calling, a pensions firm has proposed.

Financial Planning CII Diploma holders will be able to become qualified pension transfer specialists through a new pension transfers qualification.

The State Pension is not fit for purpose and should be replaced with a Workplace ISA and a new residency-based Senior Citizens’ Pension, a think tank says.

A year on from the IFP-CISI merger, a former IFP branch chairman has voiced his disappointment with the progress of the merged body and says the leading professional bodies are failing to advance Financial Planning.

An ex-BlackRock equity portfolio manager has today pleaded guilty to two counts of insider dealing.

The way unregulated investments are presented to consumers is a ‘disgrace’, the chairman of a compliance firm says.

Nearly half of savers living in the north region are using cash ISAs to build a retirement fund, according to a new report.

A Financial Planner has taken the reins at the CISI’s Birmingham and West Midlands branch.