From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.

The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.

Industry experts say they can’t recall another time when an advisory firm has used a lawsuit for a wholesale indictment of a rival’s recruiting practices.

Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

Accountancy firm PwC has today been fined £15m for failing to alert the FCA to suspected fraudulent activity at £237m failed mini-bond firm London Capital & Finance plc.

The Financial Services Compensation Scheme has opened an investigation into failed DFM and SSAS investment firm Central Markets Investment Management (CMIM) Limited.

New research suggests that Individual Savings Accounts (ISAs) are at the heart of many people’s retirement savings strategy.

Our 2024 Financial Planning Today Reader Survey has been extended to 6 pm Sunday by request to give you a little extra time to potentially win a £50 M&S Gift Voucher. 

National accountancy firm MHA MacIntyre Hudson, which has a wealth management arm, has been censured by the FCA for failing to notify the FCA of rule breaches by firms it had audited.