A technology firm has revealed this morning what it called the ‘winners and losers’ since the pensions freedoms came into effect.

An online discretionary investment analyst business has been acquired, it was revealed this morning.

A former senior manager at Zurich and Octopus has been hired by Chartered Financial Planning firm Fairstone Group.

A newly qualified Certified Financial Planner says planners gain respect from clients through their work for them, not from certificates hanging on the wall.

The Julie Lord column

Over the years I have helped many people to think about how they might like to live out the remainder of their days and to organise their financial affairs to give them the best chance of living their dreams and having a purposeful life.

Advisers are forecasting a big increase in DB pension transfer enquiries in 2017, a report suggests.

The number of advisers who expect to increase their clients’ cash holdings in the next six months is set to double.

Sipps professionals have expressed sadness and surprise, while also expressing fears for clients, after the FCA revealed four firms had failed over new capital adequacy rules.

Chartered Financial Planner Darren Cooke says fellow planners should prioritise keeping the clients they already have, rather than seeking new ones.

An ex-policeman who changed career to become a Chartered Financial Planner has revealed how he made the switch before going on to set up an increasingly popular cashflow planning tool.