A young person disabled before entering the workforce today could retire with a pension pot £245,327 smaller than their non-disabled peers, according to a new report.
The DeVere Group, which provides advice to global and expat clients, has entered the Canadian market having secured regulatory approval from the Financial Services Regulatory Authority of Ontario (FSRA).
Octopus Legacy, Octopus Group's AI-driven estate planning business, has acquired the private client team from NewLaw Solicitors for an undisclosed sum.
Wealth manager and Chartered Financial Planner Fairstone is planning more than 20 acquisitions of financial advice firms this year and has already completed 8 deals in Q1 alone.
Digital investment platform Moneybox says its AUA (Assets Under Administration) climbed two-thirds or 62% to £19bn in 2025 and it has since added 100,000 new customers pushing AUA to more than £22bn by April this year.
The FCA will hold its Annual Public Meeting in Edinburgh in October for the first time as it increases investment in the Scottish capital.
Owen James Events is to launch a Festival of Finance event designed to bring together Financial Planners and wealth managers for a data and insight-driven, festival-style experience.
FCA proposals to simplify advice rules could unlock advice options for millions of people with straightforward needs who are currently excluded by cost, complexity or process, according to Sam Christopher, proposition director at wealth manager and platform Quilter.
Chancellor Rachel Reeves may be planning to tax interest on cash held in stocks and shares ISAs, according to newspaper reports.
Profit is essential for all businesses to thrive and invest and Financial Planners, above everything else, are business people who need to make a profit. Profit is the lifeblood of all Financial Planning firms and that's something that is sometimes forgotten.