Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).

The number of taxpayers’ estates with Inheritance Tax on death rose to an estimated 41,000 in 2022/23 - up 24% increase on the previous year (33,000).

For as long as I’ve been writing about Financial Planning, several decades now, people have been fretting about the 'fact' that the average age of a Financial Planner is 105 (ok a slight exaggeration) and many planners are ready to quit, leaving an empty shell of a profession.

The FCA has warned of increased risk to consumers when overseas firms refer defined benefit (DB) scheme members to UK firms for pension transfer advice.

XPS Pensions has promoted 11 new partners and more than 150 people across its actuarial, pensions, investment, administration, SIPP and analytics businesses.

Financial advisers have shown a significant increase in sustainable and responsible funds since the Covid-19 pandemic.

Wealth management platform provider GBST has acquired fintech WealthConnect for an undisclosed sum.

Schroder has trimmed fees on its 'low cost' multi-asset active fund range from 29bps to a maximum of 22bps and renamed the funds as part of an overhaul.

Four in five (83%) financial advisers say the high level of inflation is their clients main worry this year.

Non-advised adults are nearly twice as concerned about having enough money to live on in later life (42%) than their peers who have taken financial advice (23%), according to new research.