A former president of the Institute of Financial Planning has been elected to a leading role at the worldwide body for Financial Planners.

The FCA and PRA have been accused of having “a deep seated culture of box-ticking”.

A Buckinghamshire-based wealth manager specialising in advice to schools has been snapped up in a takeover deal worth over £5 million.

Nearly three quarters of IFAS believe there is a growing threat of people failing to have enough life insurance and critical illness cover because fewer intermediaries are selling it.

The Treasury must avoid putting shackles on the new Pensions Advice Allowance that could deter younger savers engaging with their retirement planning, a pensions firm says.

An accountant who was part of a trio that stole £6.9 million in UK taxes and used it to fund luxury lifestyles has been jailed.

A former FSA boss has been made the Treasury’s new financial services supremo.

A global Financial Planning body wants to see the number of Certified Financial Planners across the world swell by 100,000 in the next nine years.

Platforms of the future will need to be £60bn or more, an Aegon boss says, as he dismissed the suggestion that the firm paid too much for Cofunds recently.

Armed forces veterans going through “their darkest times” were among beneficiaries as an advice firm run by a Chartered Financial Planner sought to hail ‘unsung heroes’ with cash awards to 12 charities.