Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m - has acquired £800m AUA Yorkshire-based Financial Planner G+E Wealth Management for an undisclosed sum. 

Chartered Insurance Institute members have elected the CEO of Swiss Re Solutions, Russell Higginbotham, as their new President for 2023.

The CISI, the professional body for Certified Financial Planners (CFP), is throwing its weight behind today’s sixth World Financial Planning Day (5 October).

Average annuity rates have a hit a 14-year high and have increased by 52% in the past nine months, according to new data.

Cheshire-based Financial Planner Clarion Wealth Planning has launched a three year sponsorship deal to develop the next generation of golfing aces.

Financial Planning specialist Jonathon Jay has joined business advisory firm Dow Schofield Watts as a partner to launch and head DSW Wealth Planning.

The Financial Conduct Authority has raised concerns over how firms have handled business interruption insurance claims.

Many Financial Planning firms are taking part in this week’s Financial Planning Week annual campaign to promote the benefits of Financial Planning.

The Financial Conduct Authority is planning to replace its Financial Resilience Survey with a new financial resilience regulatory return for solo-regulated firms.

Wealth manager and Financial Planner Quilter has recruited Daisy Dupree-Loxton from the Walt Disney Company to be its new head of wellbeing.