Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.

A new survey has revealed that many under-35s have an unrealistic expectation of when they will be able to afford to retire, with many expecting to quit work by 60.

The Chartered Insurance Institute (CII) - parent organisation of the Personal Finance Society - has launched two new courses focused on strengthening business leadership.

NS&I has today launched a new fifth issue of its Green Savings Bond at a fixed rate of 5.7% gross over a three year term.

Our 2024 Financial Planning Today Reader Survey for the Financial Planning profession is now open and we want your views on everything from the Consumer Duty upheaval to the value or otherwise of remote working. 

Canada Life has reported doubled annuity sales compared to last year, according to its UK half year financial results.

Wealth manager and Financial Planner Evelyn Partners is planning further expansion in Bristol as it relocates its office in the city to a new energy-efficient building, the new EQ development at 111 Victoria Street.

IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.

Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband. 

The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.