I was mightily cheered this week by our story on the CII awarding Chartered Corporate Status to no less than eight Financial Planning firms.
Industry experts have given a mixed welcome to the latest FCA Consultation Paper CP26/1 on the Value for Money framework which will see DC pension scheme members given value for money performance information on a regular basis.
The takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc has moved a step closer after WH Ireland shareholders voted overwhelmingly this week (99.99% in favour) to accept the deal.
Regulators are to require DC pension schemes to publish "clear data" on their performance in a colour-coded format under proposals announced today by the FCA, the Department for Work and Pensions (DWP) and The Pensions Regulator (TPR).
Nine victims of an email fraudster are set to receive a share of £400,000 in recovered funds 24 years after the crime.
Investors put £530m into funds in November, the highest monthly total since May 2025, according to the latest data from the Investment Association.
Cash and bond funds were less popular with investors on Fidelity’s Personal Investing platform in December amid signs investors may be shifting towards investing rather than hold cash.
Tavistock-based Financial Planning firm Hansford Bell is to host its first conference for advisers to encourage collaboration within the local Financial Planning community.
The Aberdeen Equity Income Trust and Shires Income PLC are to combine to create an investment trust with net assets of over £300m.
Emma Lovell has been appointed as the new CEO of STEP, the global professional body for trust and estate practitioners.