Chartered Financial Planner Jack McVitie, the founder and chief executive of retirement advisory firm LEBC, has died at 57 after a short illness.

UK savers put £1.6bn into retail funds in July, according to the latest figures from the Investment Association.

Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.

Gale and Phillipson has acquired Gyr Financial Consulting to expand the reach of the Financial Planning and wealth management firm in London and the South East.

SIPP provider Curtis Banks saw a 4% increase in assets under administration to £28.6bn in the first six months of 2020.

The CISI’s Annual Paraplanner Conference has shared its online agenda for this year’s event on the 24 and 25 September.

The Socium Group has acquired the Beaufort Group with part of its £160m war chest to acquire Financial Planning businesses across the UK.

The Gaudi SIPP has continued to grow and attract new clients despite lockdown and now has over 20,000 SIPPs under its administration. 

Tilney Smith & Williamson has appointed John Bunch as chief commercial director, financial services, to lead the new merged wealth management giant’s client facing practitioners.

Expanding Financial Planner and wealth manager Independent Wealth Planners (IWP) has acquired Scottish Financial Planning firm Gilmour Hamilton Wealth Management in a move to extend its presence north of the border.