CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 12,000 registered account holders and £100bn funds under calculation.

Close Brothers Asset Management (CBAM) has appointed Philip Young and Lucy Katzarova to support the expansion of its investment management service for high net worth clients. 

XPS has launched a ‘Competitive Tendering’ support service for trustees.

The Pensions Regulator has fined a firm £350,000 for failing to fully comply with its pension duties.

Advisers continue to seek returns from around the world, with figures from FundsNetwork revealing the global sector remained the most popular during July.

Financial Planning tech firm Wealth Wizards has revealed it is developing software that will enable financial advisers to implement a digital ‘abridged advice’ service.

Succession Wealth’s aim when it was founded in 2009 was to create an “unmatched” Financial Planning firm, Financial Planning Today caught up with company director Mark Stokes to take a deep look inside the business.

Spain remains the top retirement destination for UK pension savers but non-EU locations are growing in popularity despite the fact that more than 500,000 are suffering a ‘frozen’ state pension by retiring to some non-EU jurisdictions.

Lowes Group, the Newcastle headquartered IFA and investment management firm, which specialises in structured products, is expanding its investment proposition.

The Financial Ombudsman Service (FOS) has received hundreds of complaints about the activities of claims management companies (CMCs) – so-called ‘ambulance chasers’.