Beaufort Financial, a national partnership of financial advisers, has expanded in Liverpool by absorbing a local advice firm with £50m under management.

The Chartered Institute for Securities & Investment is encouraging UK Financial Planners to back its national annual consumer campaign - Financial Planning Week - which will run from 7-11 October.

Premier Asset Management is to merge with rival fund manager Miton in a recommended all-share deal which will create a business with £11.5bn under management.

Cost cutting helped Mattioli Woods maintain modest profit growth over the past 12 months in the face of market challenges.

Financial Planner and wealth manager Fairstone Group, which includes one of the UK’s largest Chartered Financial Planning firms, has seen total client numbers over the past year rise by 16% to 57,000.

National retirement adviser LEBC has given up its DB transfer permissions following an FCA review.

NS&I has withdrawn its current 1-year and 3-year issues of its Guaranteed Growth Bonds and Guaranteed Income Bonds.

The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.

Regulatory issues and compliance are the main headaches for CEOs working in financial advice and wealth management, according to a survey by trade body PIMFA.

Over the next 10 weeks more than 2,000 Financial Planners, Paraplanners and Wealth Managers will be attending the annual conferences of the two main professional bodies for planners, the Personal Finance Society and the Chartered Institute for Securities & Investment.