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Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.

Halo Invest is to launch a new adviser platform which will offer SIPPs and other investments. 

One in six adults, or 16%, are relying on gut instinct to estimate their retirement needs, according to research from pension provider Standard Life.

Platform and SIPP provider AJ Bell increased its platform customer numbers by 9% to 593,000 over the past six months, the business reported today in interim results.

The latest issue of Financial Planning Today magazine, our exclusive sister publication for Financial Planners, Paraplanners, Wealth Managers and IFAs, has been published and is ready to view.

The boards of the 120,000 member Chartered Insurance Institute (CII) and its subsidiary the Personal Finance Society (PFS) have held a joint meeting this week following the latest in a wave of resignations to hit the PFS.

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