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  • Editor’s Comment: Is a jobless Financial Planning boom under way?

    The latest FCA Retail Mediation Report for 2025 makes for interesting if conflicting reading. It shows the retail investment sector is mostly in robust health financially except there’s a problem - the number of advisers is declining, significantly.

  • Editor’s Comment: Why later life demographics matter

    Most successful Financial Planners that I’ve come across work mainly with an older client base - people in their fifties and sixties - and naturally so, as they are often the ones who have built up considerable wealth and assets over their lifetimes.

  • Advisers must cut investment cost jargon - FCA

    The FCA has published proposals today to cut the jargon used by platforms, advisers and wealth managers to hide and obfuscate the cost of investing. 

  • Adviser firm numbers fall by 14% in 2 years

    There’s been a 14% decline in UK retail investment advice firm numbers over the past two years, according to new analysis of official data.

  • 49% of HNW individuals do not use a financial adviser

    Almost half of UK households with a net worth of over £500,000 fail to use a Financial Planner or adviser to manage their money, according to new research.

  • 86% of advisers expect client numbers to grow

    Nearly nine out of 10 financial advisers (86%) expect client numbers to grow over the next 12 months, according to a major adviser survey published today.

  • Record 2,600 advisers to feature in VouchedFor guide

    The soon-to-be-published VouchedFor’s 2025 Guide to Top Rated Financial Advisers will feature a record 2,633 advisers and 131 firms.

  • 74% of over-55s have never switched adviser

    Some 62% of advised clients have never switched financial adviser, according to a major survey by wealth manager St James’s Place.

  • Advisers expecting surge in retired clients as plans require changes

    MetLife website
  • FSCS increases total annual levy to £265m

  • Alliance Trust Savings expands team to target adviser market

    Alliance Trust Savings website
  • FundsNetwork payments break £1m barrier

    FundsNetwork website
  • Advisers need to consider what factors are motivating clients to seek advice

    Table of responses. Source: Cofunds
  • Ascentric finds advisers gaining confidence post-RDR

    Mike Morrow, sales and marketing director at Ascentric
  • FSCS issues £107m levy on advisers

    FSCS logo
  • Advisers to pay Arch Cru investors £31m in compensation

    FCA building
  • Which? study finds over half of advisers duck cost question

    the Which? website
  • 255% increase in advisers helps True Potential add £1bn in assets

    Neil Johnson, senior partner at True Potential
  • FCA bans ex-adviser for faking qualification in landmark case

    FCA building
  • Advisers to be placed on watch list over mis-sold investment schemes

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