Ian Mattioli, founder of wealth manager and SIPP provider Mattioli Woods, is to step down as CEO to take up a new role as Founding President.

Adviser network Financial Solutions has appointed ex-Sense Network executive Leanne Williams as its new managing director with the aim of driving expansion plans.

SSAS provider and administrator WBR Group has launched a new Inheritance Tax (IHT) calculator to help advisers cope with the government’s planned changes to IHT and pensions.

Quilter’s £23bn AUM WealthSelect Managed Portfolio Service (MPS) has been added to the Transact platform allowing advisers to choose from a range of 56 new portfolios.

Personal Finance Society President Carla Brown has made a plea for more women in Financial Planning in her keynote address to the PFS 2025 National Conference taking place in London today.

FCA senior executive Kate Tuckley has told the Personal Finance Society annual conference today that the FCA's new 'targeted support' plans are no threat to professional and personalised holistic Financial Planning.

The FCA has issued a warning to providers of contracts for difference (CFDs) after its review found that some firms were not meeting its Consumer Duty requirements.

One in five Paraplanners (22%) are using AI for either specific tasks or as part of their core processes in response to a growing workload.

Wealth net flows at Aviva rose 8% to £8.3bn for the nine months ended 30 September (9M24: £7.7bn).

Troubled wealth manager WH Ireland has entered talks for an all-share merger with fellow wealth manager Team.