Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.

Chartered Financial Planning firm Fidelius Group has moved into new headquarters at a landmark office building, No 1, Bath Quays, Bath which it says will help promote "hybrid working."

Despite the cost of living crisis, only a minority of consumers are prepared to reduce their pension contributions, according to a study.

Wealth manager Chris Reah has been appointed managing director of south west Chartered Financial Planners Francis Clark Financial Planning.

Business relief is now being used by the majority of wealth managers and financial advisers as an inheritance tax (IHT) planning tool for clients, according to new research.

Nine out of 10 financial advisers and wealth managers recommend sustainable funds to clients despite widespread concerns about greenwashing, according to new research.

Research and innovation centre Nest Insight has partnered with financial wellbeing provider Wagestream to launch a new workplace emergency savings pilot.

The Financial Conduct Authority has won a court judgment against a property and mortgage company accused of, “exploiting vulnerable customers who were in financial difficulty.”

Financial Planners need to own their 'business ethic' and ensure that it reflects their values and the outcomes they personally want to see, according to Chapters Financial’s Keith Churchouse.

The Financial Conduct Authority has banned Ashkan Zahedian from working in financial services following his conviction for serious violent offences which took place while he was an approved individual.