Fast-growing Financial Planning firm Progeny Group has acquired three-office Chartered Financial Planning firm Lewis Brownlee Financial Services to expand in the South of England.
Adviser platform Novia is to cut its charges from the start of 2023 following a review of its pricing strategy.
STAR, the industry collaboration initiative, has launched a provider accreditation scheme aimed at tackling delays in savings, investment and pension transfers.
Financial Planner and wealth manager Evelyn Partners has hired former Serious Fraud Office (SFO) and Financial Conduct Authority (FCA) senior investigator Annabel Kerley.
Searches for annuities on search engine Google have increased by 50% since the start of the year, according to new data.
The Financial Conduct Authority has publicly censured Mohammad Ataur Rahman Prodhan, the former chief executive officer of Sonali Bank (UK) Limited (SBUK), for anti-money laundering failings.
The vast majority of financial advisers focus too much on portfolio performance and fail to evidence to clients the value of their advice, a new study suggests.
In this exclusive Guest Column for Financial Planning Today, Caroline Stuart of Sparrow Paraplanning looks at differing views of Paraplanners.
In this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.
Financial Planners have welcomed a “skillful” budget but warned it will hit higher earners.