Parmenion has added DFM portfolios from wealth manager RBC Brewin Dolphin and investment manager Morningstar to its adviser platform.

Inheritance tax receipts have continued to soar for the government, with an expectation of further rises due to thresholds being frozen until 2028.

Regional equity funds dominated the leaderboard of the most popular funds chosen by advisers on the AJ Bell Investcentre platform in 2022.

Pension transfer activity in November was the highest since July 2020 as more pension members transferred between providers.

In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.

Half (46%) of advised clients using equity release are using property wealth to gift an early inheritance to family, according to a new report.

The Chartered Insurance Institute (CII) has moved to take control of the board of its Financial Planning arm, the Personal Finance Society (PFS), following the failure of mediation attempts.

The Chartered Insurance Institute says it stepped in at its Personal Financial Society arm today after significant governance issues became apparent.

Two Past Presidents of the Personal Finance Society (PFS) have attacked the PFS parent body, the Chartered Insurance Institute, after it decided to step in today to take control of the PFS board.

The Pensions Regulator (TPR) has recruited experienced regulator Nausicaa Delfas to be its new chief executive.