Articles
Parmenion adds RBC Brewin and Morningstar portfolios
Written by Kat MitchellParmenion has added DFM portfolios from wealth manager RBC Brewin Dolphin and investment manager Morningstar to its adviser platform.
1 in 5 advisers to revamp investment propositions
Written by Kat MitchellOne in five (21%) financial advisers plan to make changes to their investment propositions in 2023, according to a new report.
Tavistock Financial Planning profits rise 56%
Written by Kat MitchellThe contribution to EBITDA from Financial Planning firm Tavistock’s advisory business rose 56% year-on-year to £1.4m for the six months ended 30 September.
TSB fined £48.65m for 'operational failures'
Written by Kat MitchellTSB Bank has been fined £48.65m by the FCA and PRA for "operational failures" that led to customers being unable to access banking services.
The next Budget will take place on Wednesday 15 March, the Treasury said today.
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Nitu Mehra: Why I started an outsourced Paraplanning firm
Written by Kat MitchellIn an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.
Attivo adds 2 directors to boost growth plans
Written by Kat MitchellChartered Financial Planning firm Attivo has appointed two new directors to boost growth for the firm in 2023.
Cost of living crisis driving over 50s back to work
Written by Kat MitchellRising bills due to the cost-of-living crisis is the main factor driving retirees over 50 back to work, according to new data from the Office for National Statistics published today.
1 in 5 investors dip into investments to help family
Written by Kat MitchellOne in five (19%) investors on the AJ Bell platform plan to use money from their ISA, pension or investment account to help family members battle the rising cost of living.