CISI Accredited Financial Planning firm Wealth Matters has acquired the clients of Hertfordshire IFA Poptani Financial Solutions.

More Financial Planning firms have signed up for the Treasury-backed Women in Finance Charter despite news that some organisations have missed targets, including the CII.

Wealth manager St James's Place saw a year-on-year drop in gross and net inflows in May, the firm said today in a trading update.

The FCA is seeking industry views on a new prudential regime for UK investment firms which would mark a major change for MiFID investment firms and mean exiting the EU regime.

Expanding Financial Planner Progeny has appointed a chief technology officer to drive the adoption of technology across the Financial Planning business.

The Pensions Dashboards Programme, a body backed by the Money and Pensions Service, has launched a six week consultation with potential suppliers who will bring the project to life. 

MPs have urged the Pensions Regulator to help employees who do opt-out due to financial difficulties during the pandemic to re-enrol than would happen normally under auto-enrolment.

Over the course of a month 203 CII members received a discount on digital learning materials due to financial distress caused by the Coronavirus pandemic.

The Treasury has today appointed London Stock Exchange CEO Nikhil Rathi as the new permanent chief executive of the Financial Conduct Authority.

Financial Planner Ascot Lloyd has completed six acquisitions in the first half of 2020, adding £1.2bn in funds under influence.