Recording telephone calls with clients may provide greater protection for advisers if a dispute or complaint arises, the Personal Finance Society says.

More than one in five people with multiple pensions has lost track of one or all of them.

The fourth issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online and available first to our email newsletter subscribers.  

A Chartered Financial Planner is expanding a training academy for planners that he launched last year.

Nearly three quarters of wealthy Brits have been ignoring basic estate planning tools, a report has suggested.

Zurich says plans to axe 240 jobs are necessary to make it “sustainable in a highly competitive market”.

A Discretionary Fund Manager has said to sorry to clients after they were sent bogus emails as a result of a cyber attack.

Donald Trump will officially become president of the USA later today when the grand inauguration ceremony takes place.

A Welsh advice firm has launched a robo-adviser for clients with between £1,000 and £50,000 to invest.

The chief executive of the PFS has warned that the Financial Planning sector is being ‘strangled’ by ‘inefficient and burdensome regulation’.