3+ day, 23+ hour ago   (405+ words) Expanding Financial Planner and wealth manager Atomos is to acquire substantial Financial Planning business MWA Financial. Private equity-owned Atomos calls the deal, "a strategic transaction that brings together two aligned businesses." The aim of the deal is to build one…...

4+ day, 4+ min ago   (322+ words) One of the leading adviser support providers, Technical Connection, is to end its support for the wider advice market outside St James's Place, Financial Planning Today understands. The company, owned by wealth manager St James’s Place since 2016, has written to…...

4+ day, 5+ hour ago   (394+ words) Two in five women (35%) with investible assets of over £250,000 are concerned they will miss out on the retirement they want and expect, compared with 20% of men, according to a new report. More than a third of women (35%) surveyed by wealth…...

4+ day, 5+ hour ago   (232+ words) Three financial advisers have joined the St James’s Place partnership, with two joining from Fairstone. Wilma Edwards of Northumberland-based WE Wealth and Paul Telford of Newcastle-based Paul Telford Financial Planning both join from Fairstone. Northamptonshire-based Nick Dixon, of Nick Dixon…...

4+ day, 6+ hour ago   (370+ words) Less than half (46%) of complaints submitted to financial services firms are resolved within three days, according to analysis of FCA data. Over one in 20 complaints (6%) take more than eight weeks to be resolved - a breach of FCA complaint rules, according…...

4+ day, 6+ hour ago   (607+ words) Half (48%) of financial advisers are now using or implementing AI tools in some way, according to a new report from Fidelity Adviser Solutions. The use of AI is moving from experimentation into everyday workflows, according to the report from the…...

5+ day, 5+ hour ago   (317+ words) The status is awarded by the CISI which also runs the Certified Financial Planner designation in the UK and has 57,000 members in 100 countries around the world. To achieve CISI Chartered Firm status firms must demonstrate commitment to high standards of…...

5+ day, 5+ hour ago   (533+ words) Three in five millionaire investors have considered leaving the UK because of rising taxation and the threat of higher taxes, according to new research. The research also found that more than one in 10 (16%) of the 341 millionaires surveyed by HNW investment…...

5+ day, 5+ hour ago   (449+ words) Aberdeen has appointed Torbjörn Magnusson as chair-designate and non-executive director following the departure of Sir Douglas Flint. Sir Douglas stepped down as chair at the 2026 AGM after serving in the role since 2019, with Jonathan Asquith serving as interim chair since…...

6+ day, 5+ hour ago   (400+ words) The Pensions Regulator (TPR) is shifting its enforcement approach from compliance-based oversight to a new approach focused on preventing harm before it happens and delivering the best outcomes for members. It has published its new enforcement approach today, detailing the…...