A working group of Financial Planners has presented a new set of initiatives to the Chartered Insurance Institute (CII) professional body to help raise awareness of financial advice as a profession.
Expanding Financial Planner and wealth manager Atomos is to acquire substantial Financial Planning business MWA Financial.
One of the leading adviser support providers, Technical Connection, is to end its support for the wider advice market outside St James's Place, Financial Planning Today understands.
Two in five women (35%) with investible assets of over £250,000 are concerned they will miss out on the retirement they want and expect, compared with 20% of men, according to a new report.
Three financial advisers have joined the St James’s Place partnership, with two joining from Fairstone.
Less than half (46%) of complaints submitted to financial services firms are resolved within three days, according to analysis of FCA data.
Half (48%) of financial advisers are now using or implementing AI tools in some way, according to a new report from Fidelity Adviser Solutions.
Two thirds (64%) of Financial Planning firms say they are growing by taking on new clients, according to a new report.
IFA network Rosemount Financial Solutions has renewed its partnership with mental health services provider Six Mental Health Addiction.
Aberdeen has appointed Torbjörn Magnusson as chair-designate and non-executive director following the departure of Sir Douglas Flint.
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