With all the choices available and accelerating digital disruption, Financial Planners need to transform if they are not to face commoditisation, says a new report.

The Edinburgh-based private bank Adam & Company has appointed former Barclays Wealth Planning director Andy Hall as its new Financial Planning director.

One of the more encouraging Financial Planning stories this week came from wealth manager Brewin Dolphin which reported its Financial Planning income up by over 30% for the past half year.

Wealth management trade body PIMFA has made a number of organisational changes to its policy team.