The 10 largest wealth management firms accounted for 89% of all UK wealth management clients in 2024/25, according to figures published by the FCA today.

Financial Planners are moving upmarket and focusing on better off and HNW clients, according to our recently published 2026 annual survey of Financial Planning Today readers.

Net inflows at wealth manager St James’s Place fell by £1.1bn in the first half to 30 June from £3.8bn to £2.7bn, the company reported today.

The FCA has censured WealthTek’s custodian and agreed the firm will pay £31.7m to WealthTek clients for weak financial crime controls.

Lord Deben is to step down as chairman of wealth management association PIMFA in March after nine years at the helm.

Wealth manager St James’s Place has reported 33% growth in IFRS profit after tax - a key measure of profit - in its full year results out today.

Financial Planners are rethinking their strategies on pensions and wealth transfer as the imposition of IHT on unused pensions from April next year looms closer.

The precipitous decline of wealth manager and Financial Planner WH Ireland has been like watching a car crash unfolding before your eyes.

Almost three in five (58%) 30-to-60 year old investors have increased interactions with their financial advisers in the last 12 months, according to a new report.

The long-term prospects of the retail wealth management industry remain robust despite facing headwinds such as geopolitical uncertainty, rising costs, volatility and a shifting regulatory framework, according to a new study.