Weaker markets impacted funds under management at St. James's Place, causing a drop in the first quarter of the year.

The CISI has warned lessons need to be learned regarding the treatment of whistleblowers, following the FCA fining Barclays CEO Jes Staley for attempting to unmask one.

So-called ‘millennials’ have been deterred from investing, with 96% aged 25-34 ruling out building portfolios because investing is too ‘complicated.’ 

SIPP and SSAS firm Talbot and Muir has announced a suite of website upgrades to aid advisers.

Fast-growing Chartered Financial Planning firm Fairstone has fully acquired Sims Financial Planning, marking the firm’s third acquisition of 2018.

Old Mutual Wealth has revealed it expects to list as Quilter on the London Stock Exchange on 25 June.

MoneySavingExpert.com founder Martin Lewis has said he intends to sue Facebook over a series of scam adverts posted on the site by criminals.

Financial Planner and wealth manager Harwood Wealth Management has bought Ascot-based retirement solutions specialist Plan65 for £1.156m.

Almost half of people over 55 are worried about running out of money before they die, according to the findings of a new survey.

HMRC is understood to be seeking leave to appeal a ruling which said it has to allow pension tax relief at source on in-specie Sipp contributions.