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The wealth planning arm of Sanlam UK has acquired the client bank of Chartered financial planning firm FA Watts Investment Managers.

Advisers have expressed concerns over plans to permit Certified Financial Planners to add the Chartered Wealth Manager designation by taking an online ethics exam, should a proposed merger between the Institute of Financial Planning (IFP) and Chartered...

The Financial Conduct Authority (FCA) has decided Europe-wide rules on recording client consultations do not require UK financial advisers to tape face-to-face meetings to prove they are acting in clients' best interests.

Rathbone Unit Trust Management chief executive Mike Webb has urged advisers to consider the sustainability of fund performance when doing their due diligence, as he warned there is "still too much herding" going on in the market.

Sesame Bankhall Group (SBG) has lost almost 60% of its network's member firms in the wake of a decision to kill-off its problem-laden investment advice business.

The City's two watchdog's the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA) have publicly censured the Co-operative Bank failings including hiding the truth about its capital position.

What does the merger of the IFP and CISI mean for UK financial planners?

Hargreaves Lansdown has hired Chris Hill as its new chief financial officer, ending the search for a replacement after Tracey Taylor left at the end of last year.

Our weekly heads-up on the stories that may have caught your clients' attention over the weekend...