The CISI has called its 2017 annual Financial Planning Conference at Celtic Manor Resort in Newport, Wales "a great success." 

National IFA firm Chase de Vere is to acquire Liverpool-based, 80-employee Financial Planning firm Medical Money Management, a specialist in providing Financial Planning advice to medical, dental and other professionals.

The CMA has published details of the areas it plans to examine as part of its probe into investment consultancy as its sets out the scope of its investigation and confirms it will launch a probe.

Following the release by the Office for National Statistics of the most popular names for boys and girls, investment provider Hargreaves Lansdown has investigated the most common names for fund managers.

IntegraFin Holdings Ltd, the holding company of investment platform Transact, has appointed Patrick Snowball as non-executive chairman as the firm prepares for a stock market listing in 2018.

New Personal Finance Society President Sharon Sutton has launched a PFS Financial Planning Practitioner Panel comprising some of the UK’s leading Financial Planners.

The Work & Pensions Committee is launching an inquiry into “whether and how far” the Pension Freedoms and other pension reforms are achieving their objectives and whether policy changes are needed to protect consumers better.

A survey of financial advisers has found that the majority are set to miss the May 2018 deadline for complying with the new General Data Protection Regulation (GDPR) which will impose penalties for mis-using or failing to protect client data.

Leeds-based Chartered Financial Planning firm Manse Capital has promoted Paul Everett, previously operations director, to managing director and made a number of new hires as part of its long-term expansion plans.

Acquisitive wealth management and Financial Planning group European Wealth has said that CEO John Morton, one of the founders of the company, has decided to step down from the board and the group after taking a leave of absence earlier this month.