Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing director as part of a series of senior management appointments.

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Standard Life Wrap, the adviser platform, is to simplify and cut charges by April in a major overhaul of its pricing structure.

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The Technology & Media sector has produced the best investment company performance so far in 2019, according to analysis by the Association of Investment Companies (AIC).

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Platform Transact has added a facility to allow users of the Timeline pension app to import Transact client portfolio data.

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One of the best known figures in UK investment, Justin Urquhart Stewart, is to take on a new ambassadorial role at 7IM, the company he co-founded, as he retires and steps down from his full-time position with the firm.

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The failure to include appointed reps in the FCA’s new Senior Managers & Certification Regime, which comes into effect today (9 December) is an “oversight”, according to a regulatory expert.

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There are growing concerns that more property funds will be suspended after Prudential halted dealing in its UK Property Fund late on Friday.

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Over two thirds of financial advisers believe financial education is the “most important” way to encourage people to save more for retirement.

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A leading thinktank says the older generation will be responsible for 63p in every £ spent by 2040 and could represent a golden business opportunity.

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Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.

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