The Chartered Insurance Institute Group, parent of the Personal Finance Society, has warned that the Financial Planning profession is “underprepared” for the biggest intergenerational wealth transfer in UK history, estimated to be as much as £5.5trillion by 2050.
Several Financial Planning and wealth management companies have won 2026 Client Experience Awards from ratings firm VouchedFor which uses consumer reviews to rate advice firms.
Quilter Financial Planning, the Financial Planning arm of wealth manager Quilter, has added eight appointed representative firms to its advice network.
Adviser support services firm Simplybiz has launched an academy to train Financial Planners, Paraplanners, mortgage advisers and administrators.
Aberdeen Investments is to become the investment manager of the Herald Investment Trust (HRI), following a deal with activist investor Saba Capital.
Cheshire-based IFA network Corbel has made its eighteenth acquisition since 2023 under its succession proposition.
Absolute Financial Groups has acquired four Financial Planning firms in the North West of England, adding £577m in assets under advice.
Three people have been arrested as part of an FCA crackdown on suspected illegal financial promotions.
Employee-owned Financial Planning firm Paradigm Norton has been awarded with a King’s Award for Enterprise.
The FCA has launched a review of the claims management market, following concerns that consumers are being failed by some claims management companies and law firms.