Members of adviser body APFA have voted to approved a merger with the Wealth Management Association.

A Financial Planning business is being wrapped up this week as it is merged into its new parent firm following a takeover.

A Financial Planning firm is using the case of the Duke of Edinburgh to highlight the importance of retirement planning.

Parmenion has announced that its Sipp has broken through £1bn assets under management barrier as it marks its 10 year anniversary.

The Ombudsman has ruled against adviser firm Sesame in a case surrounding advice for a Sipp transfer.

Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.

A worldwide Financial Planning body is seeking two new board directors as it bids to establish it as a global profession.

A Financial Planning survey has shown consumers’ lack of trust and confusion about getting help with their money.

Sanlam UK has revealed a triple appointment, bringing in an ex-Broadstone chief, and naming a new boss for its north of England Financial Planning team.

The PFS says delays and confusion over funding has forced it to cut the number of apprentices entering the first phase of its new financial adviser development programme.