Articles
Financial Planning fintech Dynamic Planner has recruited a new managing director for Europe to lead expansion on the continent.
Fintech and support services firm Fintel saw a 6% increase in adjusted EBITDA to £18.3m (FY20: £17.3m) for the year ended 31 December.
The latest issue of Financial Planning Today Magazine is out and you can enjoy the new issue by clicking the link below.
Most Financial Planners are still not technology literate, according to a new report from NextWealth.
SIPP trustee and administration company Westerby Trustee Services has acquired fellow SIPP administrator CPPL.
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Financial Planner and wealth manager Tilney Smith & Williamson has appointed Francesca Allard as a Financial Planning associate director.
Nikhil Rathi, chief executive of the Financial Conduct Authority, is to face questioning from MPs as part of the Public Accounts Committee’s inquiry into the British Steel Pension Scheme transfer scandal.
An Isle of Man-based wealth management and tax advice firm, AML Tax (UK) Limited, has been fined £150,000 for failing to provide HMRC with legally required information.
I must confess I was sceptical when a number of Financial Planners, including employee ownership evangelist Chris Budd, began pushing the idea that employee ownership could be a viable pathway for many Financial Planning firms.