Articles
Economic headwinds buffet Planner confidence
Written by Kat MitchellThe Financial Planning profession has seen a major drop in confidence over the past two years, according to the Financial Planning Today annual reader survey.
Numbers paying pension tax penalties skyrocket
Written by Kat MitchellThe number of people paying tax penalties for exceeding the annual or lifetime limits on pension tax relied rose sharply between the 2020/21 and 2021/22 tax years, according to new figures from HMRC.
Verve Group launches back-office solution
Written by Kat MitchellSupport services provider The Verve Group has launched a new back-office dashboard.
Nucleus appoints Tully as new technical director
Written by Kat MitchellAdviser platform and SIPP provider Nucleus has appointed pensions guru Andrew Tully as technical services director.
The Personal Finance Society, the 40,000-member professional body for Chartered Financial Planners, has launched a new expert panel to boost sustainable financial advice standards.
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Foster Denovo acquires Newcastle Chartered Planner
Written by Kat MitchellNational advice firm Foster Denovo is to acquire £220m AUM Chartered Financial Planning firm Wade Financial.
Wealth manager and Financial Planner WH Ireland is beginning to show signs of recovery after a £5m rescue deal thrashed out in the summer saved the company from being wound up.
Financial Planning-focused wealth manager Atomos has appointed Team GB para ice swimmer Jonty Warneken as head of its Harrogate office.
Nucleus Financial Platforms has completed its £242m acquisition of SIPP and SSAS provider Curtis Banks to create a retirement-focused adviser platform with approximately £80bn in Assets Under Management.