The Personal Finance Society (PFS) has revealed that 400 individuals have so far expressed interest in its Pathway to the Profession initiative, its campaign to support students taking their first steps towards their Diploma in Regulated Financial Planning.
The FCA has confirmed it will introduce new clearer rules to tackle serious 'non-financial' misconduct at financial services firms from September 2026.
I suspect many Financial Planners are still in two minds about the FCA’s targeted support plans which moved a step forward this week with a provisional go-live date of April.
It’s been very easy to get caught up in the economic doom and gloom recently, I’m certainly guilty of it myself, but sometimes you can’t always see the wood for trees.
Expanding national Financial Planning firm Wren Sterling has completed its planned acquisition of Evans Hart, an established £900m AUM South East financial adviser firm serving 2,450 clients in London and the South East.
The Financial Services Compensation Scheme has this week declared as failed WJR Financial Solutions Ltd of Sunderland after receiving a number of claims against the firm.
Bristol-based Financial Planning firm Integrity365 has acquired another Bristol Financial Planning firm Brooks Wealth Management for an undisclosed amount.
Nearly half (45%) of HNWIs have no written record of what they’ve gifted to loved ones, according to new research, leaving them at risk of falling foul of IHT rules.
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