Beaufort Financial, the growing Financial Planning and wealth management business, has revealed that Alchemy Advisory Services will join the group and rebrand as Beaufort Financial (St Asaph & Chester).

Financial advisers are using social media as their main marketing tool, according to a study for adviser support company Intelliflo.

Many Paraplanner Powwows have been planned all over the UK in the coming months as the ‘unconference’ training seminars for Paraplanners gear up for a busy period.

The Investment Association’s monthly statistics of UK investor behaviour in May 2018 showed outflows from UK equity funds reached £1.2bn in May.

Personal Finance Society staff and the wider profession have been shocked and saddened by the sudden death of the organisation’s popular PR manager David Booth.

Financial Planning and retirement advice firm LEBC has called for the creation off a new ‘cooling off’ period on pension withdrawals under Pension Freedoms.

KW Wealth has hailed the completion of its rebrand process from European Wealth. 

The FCA, alongside the Bank of England and Prudential Regulation Authority, has published a joint discussion paper on the resilience of firms in the face of hackers and cyber-attacks.

A financial services alliance, with a combined global membership of 200,000, has called on the FCA to “do more to support professionalism in UK financial services.”

Users of wrap platform Nucleus saw average client numbers rise by 21% in the last year, but the increased demand presented capacity problems, a new survey has found.