A Chartered Financial Planner’s firm is widening the services it provides to clients by moving into insurance broking.

A boutique wealth management firm run by a Chartered Financial Planner has gone on a hiring spree with a triple appointment.

Financial Planning Today magazine recently conducted a reader’s survey, which found about 26% looking to switch platform because they felt the service failed to be adequate.

Inheritance tax receipts have surged by 22.9% in the first quarter of the tax year, HMRC figures show, prompting a Financial Planner to warn of the possible ‘catastrophic effect on family wealth’.

The Financial Adviser School will launch a standalone soft-skills-only course for qualified advisers.

Bosses working on combining the Cofunds and Aegon platforms say their ambition is to create the “most user friendly experience” in the market.

A Chartered Financial Planner who created his own cashflow modelling software has described how he used his expertise in this area to rescue the finances of a client who had been through a ‘dreadful year’.

St James’s Place says there is increasing interest in DB transfers among its clients but it remains ‘cautious’ in its approach.

The number and total value of transfers to QROPS fell significantly in 2016-17 compared to the year before.

Potential scammers have targeted 1.8m people aged over 50 in the last three months, according to a new report.