The Chartered Institute for Securities & Investment has moved its October annual conference for Financial Planners online.

As councils imply they will provide less funding for those needing long-term care, over-55s are more concerned than ever about meeting care costs, according to a new report.

Quilter has partnered with workplace mental health specialist Spill to launch online resources and a counselling service its Financial Planners and their staff.

The average professional indemnity premium paid by Financial Planning firms has risen to 2.3% of average regulated revenue in 2019, according to the FCA’s retail intermediary market data released today.

The Financial Planner and wealth manager Frenkel Topping has taken shares to market to finance further acquisitions in the personal injury and clinical negligence markets.

A new survey of UK Financial Planners found 96% were optimistic about their firm’s prospects for the next 12 months.

Financial Planners want to get up to speed with the FCA’s advice requirements for green financial products, according to a new survey.

Aegon has added risk managed portfolios to the range of investments Financial Planners can choose from on its platforms, its first available beyond a pension wrapper.

Investment platform Transact saw FUD for the quarter ending 30 June of over £37.71bn, an increase of 13.5% over the quarter and an increase of 5.1% over the financial year to date.

Income for the wealth manager and Financial Planner increased for both the quarter and year on year, driven by higher commissions due to increased trading activity and income from recent acquisitions of £5.2m.