Investment platform AJ Bell today reported customer numbers up 5% and total assets under administration up 8% to £47.7bn for the first quarter of 2019.

The ACI - The Financial Markets Association (ACIFMA), a global finance trade association with 8,000 members, has signed an education co-operation agreement with the Chartered Institute for Securities & Investment (CISI).

Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.

Around 350,000 UK expats living in the Gulf have been warned they could be breaking the Lifetime Allowance (LTA) limit for pensions tax relief.

Ross McEwan, 61, is to stand down as chief executive and executive director of Royal Bank of Scotland group after more than five years in the role.

Families have been hit with a record £5.4bn in Inheritance Tax (IHT) bills in the past year, according to new analysis.

New figures have revealed that protection specialist LV= paid record individual protection claims totalling £97.9m during 2018 – up £10m up from 2017.

Broadcaster, mathematician and author Hannah Fry has been unveiled as the keynote motivational speaker at this year’s CISI Paraplanner Conference.

A firm that marketed a failed bond scheme that lost 14,000 bondholders a combined £236m has been funding the private salary of Tory MP Johnny Mercer.

IntegraFin Holdings, the holding company of platform provider Transact, has revealed a boost in funds under management in its latest figures.