Articles
The latest issue of Financial Planning Today Magazine is now available and includes a deep dive into Planner tech plus exclusive articles and features for Financial Planners, Paraplanners and Wealth Managers.
There is no doubt that hanging up your jacket and finally retiring to a life of blissful days and ignoring the morning alarm clock has become more difficult over the last few years.
Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.
Wealth manager St James’s Place has applauded a move by MPs to look at ways to boost financial education in schools as it reveals its own growing commitment to helping young people.
New research suggests that 43% of advised clients expect to work past standard retirement age and 29% are actively considering retiring overseas.
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Bath-based investment adviser firm Ian Slinger (FRN: 723069) has had its Part 4A permissions to carry out regulated business removed by the FCA due to non submission of required returns.
Aviva wealth division sees 9% drop in net flows
Written by Kat MitchellAviva’s wealth division has reported a 9% drop in net flows (year-on-year) for the first three quarters of the year.
While most fund managers have made efforts to comply with the regulator’s expectations on the design, delivery and disclosure of their ESG and sustainable funds, more improvements are needed, the FCA says.
Troubled wealth manager and Financial Planner WH Ireland has reorganised its board after a £5m rescue deal thrashed out in the summer saved the company from being wound up.