Articles
CISI appoints Certified Financial Planner to board
Written by Kat MitchellThe CISI has added a Certified Financial Planner and a senior wealth manager to its board.
The annual Personal Finance Society (PFS) conference kicked off this morning with Financial Planners hearing how they can help clients achieve financial freedom.
Wealth manager sponsors Olympic equestrian hopeful
Written by Kat MitchellWealth manager and IFA Woodward Financials has sponsored Olympic Dressage hopeful Megan Brown.
Low interest rates prompting investment surge
Written by Kat MitchellLow interest rates on cash savings are driving over half (54%) of adults to move money into investments, according to a new report.
Asset management giants commit to tackle deforestation
Written by Kat MitchellFirms with over $8.7trn (£6.4trn) in assets under management have committed to tackling deforestation.
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M&G Wealth has appointed Shanti Kelemen as its first chief investment officer.
Profession must heed message of COP26 say Planners
Written by Kat MitchellThe advice profession must heed the messages coming from the COP26 conference on climate change, say a number of leading Financial Planners.
Four out of five investors under 25 with £250k+ of investible assets invest in ethical funds compared to under a quarter of over 65s, according to new ESG research published as the COP26 conference gets under way in Glasgow today.
7 firms join forces to push benefits of digital advice
Written by Kat MitchellSeven digital advice businesses have joined forces to push the benefits to consumers of digital advice over traditional advice.