Two in three (62%) advisers with clients who are trustees or have interests in trust are concerned that their clients could be risking HMRC fines, according to new research.

Total platform assets under management (AUM) slumped by £52.2bn to £838.4bn in the second quarter, down 5.9% on the previous quarter.

Financial Planner and wealth manager Evelyn Partners has acquired Buckinghamshire-based Financial Planning firm 2hWealthcare.

Aviva suffered bigger losses in the first half as assets under management declined by 8% to £88.5 billion due to a fall in equity prices.

The Serious Fraud Office has secured the conviction of an investment manager who took £100m from investors to help pay for a luxury lifestyle including a fishing and shooting estate, a ski hotel and a motor boat.

IFA and investment manager One Four Nine Group has acquired its second advice firm north of the border, Financial Planner Russell Gibson Financial Limited.

Financial Planner and wealth manager Quilter increased pre-tax profit in the first half of the year by 9% to £61m (H1 2021: £56m) despite a sharp fall in Assets Under Management (AUM) as markets tumbled around the world.

Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.

Two thirds of Britons have shared their goals for a good retirement with their family, according to a new report.

One in three investors may fall into the Financial Conduct Authority’s definition of vulnerable, according to new research.