A Financial Planner has taken the reins at the CISI’s Birmingham and West Midlands branch.

Nearly half of savers living in the north region are using cash ISAs to build a retirement fund, according to a new report.

The way unregulated investments are presented to consumers is a ‘disgrace’, the chairman of a compliance firm says.

An ex-BlackRock equity portfolio manager has today pleaded guilty to two counts of insider dealing.

A year on from the IFP-CISI merger, a former IFP branch chairman has voiced his disappointment with the progress of the merged body and says the leading professional bodies are failing to advance Financial Planning.

The State Pension is not fit for purpose and should be replaced with a Workplace ISA and a new residency-based Senior Citizens’ Pension, a think tank says.

Financial Planning CII Diploma holders will be able to become qualified pension transfer specialists through a new pension transfers qualification.

Mortgage market rules should be used as a blueprint for banning pensions cold-calling, a pensions firm has proposed.

The cost of regulation for smaller adviser firms is £32,000 a year, with each client paying £160 on average, research has suggested.

A new “Portfolio Cloning tool” designed to help advisers and Discretionary Fund Managers has been launched by Ascentric.