Financial advisers say they are seeing significant concerns and changes to financial behaviour from their clients due to speculation around which policies the Chancellor may announce in this month’s Budget.

Discretionary investment management company PortfolioMetrix has appointed UK CIO Alex Funk to be CEO from 1 January 2026.

Pensions and SIPP consultancy Barnett Waddingham has appointed Embark Group’s Andrew Phipps as head of SIPP proposition and supplier management.

Adviser platforms had their strongest third quarter net sales figures since 2022 - hitting £756bn, according to new research.

This week I attended the Personal Finance Society’s 2025 National Conference in the cutting edge, and somewhat cavernous, new Maritime Halls at London’s Excel Centre in Docklands. I was impressed. It was a good conference demonstrating a great deal of confidence in the future.

Ian Mattioli, founder of wealth manager and SIPP provider Mattioli Woods, is to step down as CEO to take up a new role as Founding President.

Adviser network Financial Solutions has appointed ex-Sense Network executive Leanne Williams as its new managing director with the aim of driving expansion plans.

SSAS provider and administrator WBR Group has launched a new Inheritance Tax (IHT) calculator to help advisers cope with the government’s planned changes to IHT and pensions.

Quilter’s £23bn AUM WealthSelect Managed Portfolio Service (MPS) has been added to the Transact platform allowing advisers to choose from a range of 56 new portfolios.

Personal Finance Society President Carla Brown has made a plea for more women in Financial Planning in her keynote address to the PFS 2025 National Conference taking place in London today.