7+ hour, 2+ min ago  (276+ words) Recently launched wealth management and Financial Planning firm Nine Edge Wealth has acquired adviser firm Wealth Professional for an undisclosed amount. Wealth Professional has approximately "340m in assets under management and four advisers. It is Nine Edge's second Scottish acquisition following…...

8+ hour, 44+ min ago  (368+ words) Net retail sales recorded inflows of "2. 4bn in February, a substantial increase on the "662m recorded in January and marking the fourth consecutive month of inflows. It was their highest level since the "3. 2bn recorded in May 2025. Data published by the Investment Association…...

7+ hour, 32+ min ago  (290+ words) The latest issue of Financial Planning Today Magazine investigates the hidden enemy undermining trust in the financial services sector and Financial Planning on a daily basis. Our special report looks at the rapid rise of this hidden enemy - investment fraudsters…...

9+ hour, 11+ min ago  (12+ words) Quilter one of first big firms to offer Targeted Support'Financial Planning Today...

1+ day, 8+ hour ago  (287+ words) Wealth manager and Financial Planner Rathbones has appointed Dolores Geaney as managing director, Rathbones in Ireland, subject to regulatory approval. The move sees the firm take a significant step in establishing a presence in the EU. Ms Geaney has 30 years…...

1+ day, 7+ hour ago  (367+ words) The deal will add "400m of assets under advice, creating a combined business of "2. 14bn in client assets. FMIFA was founded by Philip Harper and has been in business for more than 30 years. The firm offers retirement planning, wealth management, protection, corporate…...

1+ day, 7+ hour ago  (287+ words) Wealth manager The Private Office has acquired Leeds-based Financial Planning firm HEB Wealth, for an undisclosed amount. The deal is the firm's first acquisition in seven years. The takeover will add approximately "100m in assets under management, taking The Private Office's…...

1+ day, 9+ hour ago  (470+ words) There were record gross sales and outflows for advised platforms in 2025, with gross sales hitting "92. 82bn, up from "79. 97bn in 2024 and "63. 47bn in 2023. Outflows hit new highs in 2025 with "72. 37bn withdrawn during the year, up from "65. 73bn in 2024. According to the Lang Cat's latest annual…...

2+ day, 7+ hour ago  (346+ words) Former financial adviser Daniel Leon Williams (IRN: DLW00016) has been banned by the FCA from performing any function in relation to any regulated activity after he was jailed for fraud. Mr Williams transfered more than "45, 000 of a client's money into his…...

2+ day, 9+ hour ago  (299+ words) Almost two in five, 39%, of people lack confidence with pension planning, while nearly half, 48%, said they don't feel confident investing, according to a new study. The research from Shepherds Friendly also showed that 43% aren't sure which ISA suits their goals....