Articles
Certified and Chartered Financial Planner Lien Luu and three financial experts have written a comprehensive new book for professionals on financial services.
Wealth management skills core for Financial Planners
Written by Kat MitchellWealth management skills have become core for Financial Planners as the profession moves upmarket.
Savings and retirement provider Phoenix Group has rebranded its visual identity to reflect its more consumer-led brand.
Social media companies and search engines will be responsible for preventing paid-for scam adverts on their platforms under a new amendment to the draft Online Safety Bill.
Extra £7m for BSPS redress and adviser cull at Quilter
Written by Kat MitchellFinancial Planner and wealth manager Quilter, one of the UK's largest adviser firms, has allocated an additional £7m for redress of British Steel Pension Scheme members and confirmed it cut 200 Financial Planner jobs in 2021.
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House of Lords rejects social care cost cap change
Written by Kat MitchellMembers of the House of Lords have rejected the Government’s planned change to the cap on social care costs.
A Chase de Vere Financial Planner, James Fitzgerald, has achieved the distinguished PFS Fellowship (FPFS) at the age of 24.
Advised platform flows top £20bn throughout 2021
Written by Kat MitchellAdvised platform gross sales exceeded £20bn in every quarter of 2021, according to a new report.
Wealth manager and Financial Planner Quilter has added 40 new portfolios across its WealthSelect Managed Portfolio Service.