Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).

Financial advisers are changing their attitudes on vulnerable clients, particularly on mental health challenges, according to a new report.

Investment and energy provider Octopus Group has launched a workplace-channel financial guidance brand.

Integrafin, parent company of platform Transact, suffered a near £4m fall in IFRS pre-tax profit in the half year to 31 March as it was hit by rising costs and adverse markets.

The Chartered Institute for Securities & Investment, the professional body which provides the Certified Financial Planner designation in the UK, has appointed two new branch Presidents.

Campaigners have launched a new group to fight pensions inequalty with the backing of over 20 pensions companies and organisations.

The FCA has halted regulated business at 'no client' Mayfair-based financial adviser Kingsbridge Capital Advisors Ltd (KCAL) over non payment of FCA fees.

The issue of vulnerable clients has become something of a hot potato in recent years so it was good this week to see some pleasing progress in the Financial Planning and financial advice arenas.

Sales of annuities surged more than a fifth during the first three months of the year to reach their highest level for eight years.

Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.