Two Financial Planning entrepreneurs running online investment operations - in addition to their traditional Financial Planning practices - have explained what makes their digital ventures tick.

Firing or sacking 'clients from hell' may the only option if the client-planner relationship has broken down, delegates at this year's CISI Annual Financial Planning Conference heard today.

CISI head of Financial Planning Jacqueline Lockie CFP announced a raft of improvements to the professional body's qualifications and support services for members at the CISI Annual Financial Planning Conference 2018 today in Birmingham.

Independent wealth management group KW Wealth has agreed to acquire the East Yorkshire based IFA firm, Marchant McKechnie.

The FCA has fined Tesco Personal Finance plc (Tesco Bank) £16.4m over failings relating to a cyber attack in November 2016.

The FCA says it is planning to make regular changes and updates to its trial ‘Find an Adviser’ search function which was recently added to its FCA Register.

The Chartered Institute for Securities & Investment’s annual Financial Planning Conference will take place on Monday and Tuesday (1 and 2 October) with hundreds of Financial Planners and Paraplanners heading to the event’s new venue this year.

Citizens Advice, the consumer advice charity, has made a ‘super complaint’ to the Competition and Markets Authority about “excessive prices” it alleges cost ‘loyal and disengaged’ consumers £4bn a year.

Financial Planning risk profile providers PlanPlus Global and FinaMetrica have launched a new joint brand identity and are developing new products one year after they merged.

Fidelity has promoted insider Jackie Boylan to be head of its platform business FundsNetwork.