Articles
Investment and wealth manager Quilter Cheviot’s managed portfolio service is now available to Financial Planners using the Morningstar Wealth Platform, Fundment and Titan platforms.
Wealth manager Fairstone, which includes one of the UK's biggest Chartered Financial Planners, said it has recorded its best ever six-month period of dealmaking.
Our 2023 Financial Planning Profession Survey is now open and we want you to share your views.
As the Bank Holiday nears (at least officially in England, Wales and Northern Ireland), I was intrigued by a story we ran this week revealing that financial services and insurance workers are taking 5% fewer days holiday than they are entitled to.
Verve Foundation, the not-for-profit organisation looking to bring new blood into the profession and help advisers to grow, is to launch a second tranche of its ‘Adviser Incubator’ initiative following the success of the pilot programme.
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There has been a surprise drop in the number of annual leave days that financial and insurance workers are taking off despite a rise in leave allowance, according to analysis of 122,000 UK employees.
The FCA is to tighten its rules on crypto-asset transfers from 1 September to crack down on money laundering and financial crime.
The Pensions Regulator (TPR) is to introduce new rules from 1 October which will compel defined contribution (DC) pension schemes to declare their policy on investing in illiquid investments.
The CISI, the professional body for Certified Financial Planners, has signed a deal with Anglia Ruskin University (ARU) to enable its students to take CISI exams during their courses.