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Nearly 1,000 attended today's Personal Finance Society (PFS) Annual Conference despite delegates having to battle stormy weather to get to the venue, the prestigious new ICC Centre near Newport, Wales.
Artificial intelligence (AI) technology could proportionately cut the number of Paraplanners and admin staff working in the profession in future but lead to more Financial Planners being employed, the PFS Annual Conference heard today.
UK investors withdrew £1.4bn from funds in September
Written by Kat MitchellUK retail investors pulled out £1.4bn from funds in September, according to the latest data from the Investment Association.
Business guru Matt Wilkinson opened the PFS Annual Conference in Wales today with an inspiring talk to members on how they can give clients a great customer experience.
Half of retirees exit work without a financial plan
Written by Kat Mitchell
Half (49%) of retirees entered retirement without any clear financial plan for their post-work years, according to a new report.
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Fairstone adds £380m AUM with 2 acquisitions
Written by Kat MitchellNational Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.
Bank holds base rate at 5.25% for second month
Written by Kat MitchellThe Bank of England today held its base rate at 5.25% for a second time amid signs inflation is coming close to being tamed, at least for now.
The 2023 National Conference of the Personal Finance Society's (PFS) gets under way this morning at the prestigious new International Convention Centre near Newport, Wales.
Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.