A TAX expert is braced for a ‘Scrooge’ style Autumn Statement, with little festive cheer despite the imminently arriving Yuletide season.

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Financial Planning needs to be made more ‘sexy’ to entice more young people into the profession.

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A former business adviser has been given a newly created role at the Tax Incentivised Savings Association to enhance its retirement policy and technical team.

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Expectations among workers that they will retire roughly four years younger than their State Pension age are unrealistic, a report has warned.

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A former IFP director has landed a new role following the completion of the merger with the CISI.

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The FCA has revealed that the number of financial advisers has risen by over 1,000 since last year.

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There has been an upward trend in large scale philanthropy, with the highest number of donations of £1m or more recorded since 2008, a report has found.

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A dad and daughter double act have explained how they work successfully in tandem at an advice firm after both becoming business award finalists.

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A Certified Financial Planner says he has “completed the circle” after adding Chartered Wealth Manager to his list of titles.

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Consumers working with a Certified Financial Planner were more confident about achieving their financial goals than those with an adviser, a global study of over 19,000 people found.

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