Articles
Fewer than 1 in 10 clients involve children in equity release
Written by Kat MitchellOnly 1 in 14 clients involve their children in meetings with financial advisers when discussing equity release, according to a new report.
Responsible funds netted 3 in 4 retail sales in November
Written by Kat MitchellResponsible investment fund flows increased to £1.8bn of net retail sales in November (October £1.5bn), according to new data from the Investment Association.
HMRC pushes back Self-Assessment filing penalties
Written by Kat MitchellHMRC has waived late filing and late payment penalties for Self-Assessment taxpayers for one month.
IFA Prosperis has acquired Yorkshire-based Financial Planning firm AJ Hird for an undisclosed sum.
IFA consolidator Elevation acquires Essex IFA
Written by Kat MitchellIFA consolidation Elevation Financial Group (EFG) has acquired Essex-based IFA Innovate Financial Solutions (Innovate).
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The publication of 24 LIBOR settings has ended with a change in methodology coming into force for the six remaining Euro and Swiss Franc settings.
Client assets at wealth manager and SIPP provider Mattioli Woods rose 42% to £15.1bn over the six months ending 30 November 2021.
Financial Planner and wealth manager Tilney Smith & Williamson has added Essex IFA FP Solutions to its Chelmsford office.
The former President of the Institute of Financial Planning (now part of the CISI) Marlene Outrim has shared some of her secrets to building enduring relationships with clients with Financial Planning Today magazine.