The FCA has found a “high level of inaccuracies” in PII policies for insurance advisers, especially on the scope of cover for FOS awards.

A Chartered Financial Planning group has bought a wealth firm specialising in estate planning with 1,500 clients.

The Financial Ombudsman Service has ruled in favour of a client who complained over advice to transfer the value of his protected rights into a new Sipp.

A 22-year old wealth manager has become the youngest ever Fellow of the Personal Finance Society.

Financial Planners should avoid ‘retrofitting’ when it comes to doing due diligence on DFMs, a former FCA technical specialist said this morning.

Financial Planners were warned this morning that there is new rigour entering the compliance arena for choosing DFM partners.

The Financial Conduct Authority’s chief executive will be grilled by Lords today as part of a probe into poor understanding of money related matters.

Some advisory firms are failing to adequately assess clients’ capacity for loss - a key element in risk profiling, a former FCA technical specialist has told Financial Planners.

An IFA business based in the north west of England has been bought by a Financial Planning group in a deal worth just under £300,000.

A ban on pension cold calls should be extended to emails and text messages, says the PFS and an adviser who began the campaign.