Some of the most successful Financial Planning firms in the UK have shared the inspiring stories of how they have both survived and prospered during the pandemic in the new issue of Financial Planning Today Magazine. 

Growth at leading planner platform Transact has been hampered recently by a struggle to increase staff as quickly as planned due to recruitment issues.

David Ferguson, CEO and founder of adviser platform Nucleus, is to step down from the company following its takeover by rival James Hay.

Fintech and platform ‘engine’ provider Bravura Solutions has promoted chief operating officer Nick Parsons to be its new chief executive to take over from Tony Klim who steps down in September.