The Personal Finance Society has met with the FCA, FOS and APFA to discuss “ineffective and overcomplicated” suitability reports.

A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.

A Financial Planner who has taken the helm at the Enterprise Investment Scheme Association has launched a new EIS Diploma which he hopes will soon become a standard qualification for advisers.

A ‘disturbing’ report has intimated that as many as 3 in 10 people using the pension freedoms have taken out funds only to put them in a bank account.

The CISI will consider extending its offer of CPD hours for the Paraplanners Powwow to more events linked to the movement.

Bosses at European Financial Planning have expressed their disappointment over its latest turnover figures.

James Hay’s profits increased by 11% in the first half of the year – but bosses of parent company IFG have warned over the impact of Brexit.

A company providing cashflow modelling tools that was created by a team of Chartered Financial Planners from South Wales has launched a new IHT Calculator.

The CISI and CII are due to hold talks this week over proposals for developing a Paraplanning standard.

Tax evaders face fines costing them three times as much as the amount of tax they try to evade under new plans.