AJ Bell is to provide access on its adviser platform to selected DFM funds from the second half of 2020, it revealed in its six month interim results out today.

Wealth manager and SIPP firm Mattioli Woods has recruited Mark Stokes from Succession Wealth as its new business and acquisition development officer.

Shareholders in fund manager Jupiter have voted to approve the takeover of rival Merian at the company’s AGM this week.

Wealth managers and fund managers are the most likely financial services firms to recover swiftly post-lockdown, according to predictions from a City adviser and research company.

The case for reform of the Pension Freedoms is growing with news this week that hundreds of thousands of consumers are taking money out of pensions and most likely shovelling it into low interest bank accounts.

Schroders Personal Wealth, the new Financial Planning joint venture between Schroders and Lloyds Bank, has added two experienced hires from Morningstar and Quilter Cheviot.

A new report on retirement income has revealed that 15% of people are still working past 65 with many concerned they have enough income to retire completely.

In the first quarter of this year the number of over-55s turning to equity release products increased year on year but they took less cash out on average than previously.

More than 5m people have fallen victim to a financial scam since the Covid-19 pandemic or know someone who has.

Financial Planner Robert Lewis of Celtic Financial Planning in Wales has spent the last month using his 3D printer to make face shields to protect healthcare workers and allow them to safely do essential work.