Articles
Former IFP President pens book on wealth transfer
Written by Kat MitchellLongstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.
Moneyfarm launches digital wealth tool for advisers
Written by Kat MitchellDigital wealth manager Moneyfarm has launched a solution for UK advisers.
FCA must be 'more nimble and innovative' - minister
Written by Kat MitchellThe economic secretary to the Treasury has said the FCA must transform into a “more nimble and innovative” regulator.
Exclusive: Help us reshape PFS urges CII chair
Written by Kat MitchellChartered Insurance Institute chair Helen Phillips has urged members to take part in one of the professional body’s biggest consultation initiatives in its history.
Planners on health benefits of regular planning
Written by Kat MitchellRegular Financial Planning has been linked to improved mental and physical health by a new study but what do planners think?
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Quilter Financial Planning has sold the advice arm of the Lighthouse Group.
Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms.
Investment specialist Blackfinch Group has expanded its senior leadership team by hiring former St James’s Place executive director Caroline Hallatt as its new Chief Operating Officer (COO).
Wealth manager Brewin Dolphin has reported a 25.7% rise in Financial Planning income in a buoyant set of full year results out today.