Tracy Vegro, CEO of the Chartered Institute for Securities & Investment (CISI), opened this year's annual Financial Planning Conference today with an upbeat message about the future for the profession.

Tony Overy is to take up a new role at Rathbones Financial Planning at the end of this year after stepping down as CEO.

Salford-based financial adviser and professional services firm Frenkel Topping, has accepted a £65.8m takeover offer from private equity firm Harwood.

The FCA has shared plans to streamline its Consumer Duty rules following stakeholder input.

Five money launderers have been jailed for exploiting victims via a large scale romance fraud scam, cheating 40 victims out of £2.37m.

Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, having been reappointed at the September PFS board meeting.

Financial Planning-focused wealth manager Fairstone has boosted its footprint in East Anglia with the acquisition of a Norfolk-based Financial Planning firm.

Nearly two in five (38%) couples believe that having different financial priorities causes problems in their relationship, according to a new report.

Troubled wealth manager and Financial Planner WH Ireland has moved a step closer to winding up after reporting a pre-tax loss of £1.9m in its latest full year results, following a loss of £2.5m the previous year.

AJ Bell has added a new set of planning tools to its Investcentre platform.