Articles
Former Which? executive Richard Lloyd has taken over as interim chair of the Financial Conduct Authority this morning.
Fintech Plannr launches CRM system for Planners
Written by Kat MitchellFintech start-up Plannr has launched a back-office solution for Financial Planners.
Male Paraplanners 4x more likely to seek adviser careers
Written by Kat MitchellMale Paraplanners are over four times more likely to want to become financial advisers than female Paraplanners, according to new research.
iPensions completes migration of Forthplus clients
Written by Kat MitchellSIPP provider iPensions Group has completed the migration of Forthplus SIPP customers following its acquisition of the business assets of the Edinburgh business.
Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app.
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April saw a record number of pension benefits being awarded to NHS members, indicating a significant jump in those retiring.
Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.
Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
Government to launch corporate reporting and audit regulator
Written by Kat MitchellThe Government is to overhaul the corporate reporting and audit regime by launching a new regulator.