Adviser platform Transact has rolled out a new Family View tool which allows clients and planners to view multiple portfolios through one account and supports inter-generational planning.

The amount of fee income and commission regulated IFA firms made last year both fell from record highs in 2022, according to new data published by the FCA.

The Financial Services Compensation Scheme has opened an investigation into media investment firm Great Point Investment Ltd (FRN 606798) after the firm entered creditors’ voluntary liquidation on 30 July.

The latest edition of Financial Planning Today magazine, the premium journal for Financial Planning, Wealth Management and Paraplanning professionals, is now available. 

The latest edition of Financial Planning Today magazine, the premium UK journal for Financial Planning, Wealth Management and Paraplanning professionals, will be out next week.

Fast-growing national Financial Planning firm Perspective Financial Group has notched up nine acquisitions so far this year, including the acquisition of four client books from its self-employed advisers.

Financial Planning group and platform provider Quilter today reported "record" first half results with a 164% rise in core net inflows to £1.7bn.

The Financial Services Compensation Scheme, the safety-net scheme for retail investors, declared eight firms in default in June and July, it has confirmed.

Financial Planning and cashflow modelling software provider Voyant has partnered with behavioural finance firm Oxford Risk to integrate their products.

Fidelity has launched its first long-term asset fund, the Fidelity Diversified Private Assets LTAF.