Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.

The accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.

The St James’s Place Financial Adviser Academy has welcomed a further 180 qualified advisers to a new career in Financial Planning.

Leading financial advisors and AI developers will show how the industry can save hours in back-office workflow, generating more time with customers, at Financial Planning’s upcoming conference, ADVISE AI.

A FINRA settlement accuses the firm of failing to supervise a broker who recommended frequent purchases and then resales of various investment products.

Londoners are among the least likely people in the UK to seek retirement planning financial advice with just 9% stating that financial advisers have been their main source of retirement advice compared to 18% in Scotland.

The offering comes amid a slowdown in large insitutional investors’ funding of private credit and equity.

Fintech and data firm FE Fundinfo has acquired adviser platform and product selection tool provider AdviserAsset.

The recommendation relies on the “circular economy.”

The Chartered Institute for Securities & Investment (CISI), the professional body which provides the Certified Financial Planner designation in the UK, has awarded CISI Chartered Firm status to wealth manager AHR Dubai.