Adviser platform Transact has linked with fintech provider Moneyinfo to offer what it calls a new approach to document delivery.

End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.

The FCA said today it will undertake a review of consolidation within the financial advice market.

Investment company Abrdn has called for further consolidation of the DC pensions market to invest in a wider range of asset classes that could support growth of the UK economy.

The Chartered Insurance Institute has published its 2025 qualifications brochure, which offers a range of career and educational pathways for insurance and personal finance professionals and Financial Planners.

Investors embraced diversification amid shifting monetary policies in September, according to Fidelity International’s list of top-selling funds, shares and investment trusts for ISAs and SIPPs.

Daniel Harrison has stepped down as the CEO of Financial Planning-focused wealth management firm True Potential.

White men from higher socio-economic backgrounds are thirty three times more likely to be found in senior roles in financial services compared with women with an ethnic minority background who are also from a lower socio-economic background, according to a new report.

A fifth of people (19%) with multiple pensions think they’ve lost track of at least one of their retirement savings pots, according to new research from Standard Life.

Crypto crook Olumide Osunkoya faces a prison sentence after pleading guilty to illegally operating a network of illegal crypto ATMs.