Four in five high net worth (HNW) individuals (81%) believe it is crucial for advisers to initiate conversations about philanthropy, but only one in three (33%) have experienced such engagement, according to new research.
Read more ...FCA cancels permissions of West Sussex IFA
- Thursday, 09 October 2025
- Articles

The FCA has stripped West Sussex-based IFA Rhoss Dancey (FRN: 666823), trading as RDI Wealth Management, of its permissions to carry out regulated business.
Read more ...3 in 5 Cash ISA holders would consider investing
- Thursday, 09 October 2025
- Articles

Three in five (60%) of Cash ISA holders would consider moving some of all of their money into a Stocks and Shares ISA, according to a new report.
Read more ...CISI Financial Planning Week a chance for advisers to ‘give back’
- Thursday, 09 October 2025
- Articles

Professional body the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2026 to be an opportunity for Financial Planners to "give back" to their communities.
Read more ...Professional bodies mark 9th World Financial Planning Day
- Wednesday, 08 October 2025
- Articles

Today (8 Oct) is the ninth annual World Financial Planning Day, run by the Denver-based Financial Planning Standards Board (FPSB).
Read more ...SJP adds low-cost passive multi-asset range
- Wednesday, 08 October 2025
- Articles

St James’s Place has added four new passive fund-of-funds to its Polaris range, in its first purely passive launch.
Read more ...PIMFA voices concern over FOS reform proposals
- Wednesday, 08 October 2025
- Articles

Wealth management trade association PIMFA has voiced concerns about the effectiveness of the Treasury’s proposed reforms for the Financial Ombudsman Service.
Read more ...9 in 10 Planners taking on more clients under 40
- Wednesday, 08 October 2025
- Articles

Nine in ten firms have taken on a larger number of clients under the age of 40 than in previous years, according to a new report.
Read more ...Pensions Dashboards forecast to fuel boom in activity
- Wednesday, 08 October 2025
- Articles

More than one in three pension schemes believe the arrival of the Pensions Dashboards - due next year - will spur a 30%-50% increase in member activity.
Read more ...Titan targets elite athletes with new sports division
- Wednesday, 08 October 2025
- Articles

Wealth manager and Financial Planner Titan Wealth has launched a dedicated sports division in partnership with global business Premier Sports Network.
Read more ...