The Chartered Insurance Institute (CII) has confirmed plans to relocate its City headquarters later this month.

Quilter has today confirmed the rebrand of its national Financial Planning business, Old Mutual Wealth, to Quilter Private Client Advisers.

International and domestic would-be buyers are in the running to acquire wealth platform True Potential in what could be a £2bn sale.

Mattioli Woods, the wealth management and SIPP provider, has reported full year revenue up 16.2% to £58.7m with pre-tax profit rising by 27.3% to £9.8m compared to 2017.

Adviser network Openwork has reported record profits and a sixth consecutive year of profit growth and added 400 new advisers.

AFH chief executive Alan Hudson has spoken exclusively to Financial Planning Today about his career, his company’s acquisition strategy and the Financial Planning profession. 

The majority of Financial Planners expect to use more technology to boost client engagement in the next few years.

A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers. 

Financial Planning Today is supporting a major event helping Financial Planners be better at marketing and comms and is offering readers an exclusive £50 off ticket prices until Friday 7 Sept in advance of general sale.

A firm owned by jailed sex offender adviser Frank Cochran has appointed a trainee IFA as its new director and has changed its address.