Financial Planners and advisers need to improve their approach to retirement income suitability assessments by considering clients' financial personality, such as whether they are spenders or savers.

Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).

Over half (59%) of investors under the age of 35 who use a wealth manager would invest more if their money was weighted to responsible investing, according to a new report.

A lack of digital and ESG offerings is preventing some Financial Planners from winning new business from the families of existing clients, according to a new report.