Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.

A total of £1.81billion of funds was raised under the Enterprise Investment Scheme by 3,265 companies 2014-15, new figures showed this morning.

Simon Chamberlain, founder of Succession Group, gives his views on advisers and acquisitions in an exclusive column for Financial Planning Today magazine.

The Financial Services Compensation Scheme has revealed a list of another 25 failed finance firms this morning.

A Financial Planning director fears that the Lifetime Allowance may escape a cull of George Osborne’s pension policies.

Sipp property investors are being penalised by a rule change made by the Scottish Government, a Sipps firm says.

A ‘staggering’ rise has been revealed this morning in the number of auto-enrolment fines handed out.

Unregulated firms are in the firing line of the FCA.

A quest to make pension cold calls illegal is gathering momentum, the director of a Financial Planning firm says.

A Financial Planner has suggested new FCA rules around taping clients’ calls could undermine trust and might harm the reputation of the Financial Planning.