Articles
Former Zurich European chief executive Gary Shaughnessy has been awarded a CBE for services to business and charity in King Charles’ birthday honours list.
Investment and wealth manager Quilter Cheviot is to offer training to financial advisers on how to spot and deal with ‘greenwashing’ - unrealistic and incorrect claims about the green credentials of investments.
Fintech firm Fintel, parent of Defaqto and SimplyBiz, has invested in new Planner tech business Plannr Technologies, a developer of a new customer relationship management (CRM) system for Financial Planners.
Libby Roy, the CEO of platform engine and fintech Bravura Solutions, is to step down with immediate effect after only a year in the role.
There needs to be fundamental reform to the State Pension to prevent later life poverty from worsening as the pension age rises, a new report warns today.
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The Financial Conduct Authority has restricted the movement of cash and assets from Odey Asset Management (FRN: 214843) according to an update to the FCA Register published today.
Aviva has called on the government to provide more support for younger pension savers after its research revealed that many were in the dark about how much they needed to save.
Financial Planning fintech Dynamic Planner has launched a financial wellbeing questionnaire enabling advisers to identify client vulnerability characteristics in compliance with the forthcoming Consumer Duty.
Every so often our Financial Planning clients shock us with a desire for things which seem impossible.