Financial Planning network Rosemount Financial Solutions (IFA) has added an AI-powered tool designed to simplify dealing with ceding scheme providers.

Financial Planning firm Finli Group has donated £10,000 to Alzheimer’s Society and Alzheimer Scotland two months into its new charity partnerships programme.

Agentic artificial intelligence will form a core part of the new Intelliflo Office practice management system set to launch later this year.

Chartered Financial Planning firm Beckett Investment Management has acquired fellow East Anglian advice firm Norfolk & Suffolk Financial Services for an undisclosed sum.

The Advertising Standards Authority (ASA) has issued rulings against five unregulated precious metal investment firms today over misleading online adverts.

Chartered Financial Planning firm Fairstone has opened a major new hub in Cardiff as it expands its presence in Wales.

Ex-fund manager Neil Woodford’s investment information platform W4.0 has rejected the FCA’s criticism of its service as offering regulated advice and says it will continue to develop the platform despite facing an injunction from the FCA.

Fintel, owner of threesixty and Simplybiz, said that from August all advice firm customers will receive access to AI-powered file checks across every advice case, with human checks built in as standard.

Under 40s should be allowed to draw down a year’s worth of state pension now, to help ease acute financial anxiety.

Wealth manager and SIPP provider Mattioli Woods has announced the integration of Kingswood Group under a unified Mattioli Woods brand, following the two firms’ merger last year.