Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering.

Legal & General Investment Management has joined the growing ranks of investment providers offering a Model Portfolio Service in response, it says, to rising demand from advisers.

Pensions and investment company Aegon has launched a Financial Wellbeing tool aimed at helping 45m UK adults assess their personal financial wellbeing and how to make improvements.

National IFA and Financial Planning firm Continuum has reported an 11% increase in client numbers to around 12,000 since the start of 2020.

Hybrid robo advice and traditional advice models are the future of Financial Planning according to a new report.

Spread betting platform CMC Markets is to launch a retail investment platform as it looks to compete with the likes of Hargreaves Lansdown, Funds Network and AJ Bell.

Investec Wealth & Investment has combined its Financial Planning services and launched a wealth planning service.

When advising on income drawdown, there has been a shift away from a fixed rate method with more advisers now preferring modelling tools.

Platform technology provider and Octopus-owned custodian Seccl has launched instant deposits, allowing client payments made by bank transfer to clear and invest instantly.

Financial wealth in the UK grew by 7% in 2019-20 compared to 5% for Western Europe, according to a new report.