Articles
Fintech and data provider Defaqto has today launched a new tool to provide comparisons between Managed Portfolio Services (MPS) and is also updating its MPS performance data monthly from now on.
The Financial Reporting Council, the regulator of auditors, accountants and actuaries, has imposed major fines and sanctions on three audit firms over their failings over the collapse of £237m mini-bond firm London Capital & Finance (LCF) plc.
Dashboards should include guidance say professionals
Written by Kat MitchellPensions Dashboards, the government's overdue scheme to provide consumers with an all-in-one location for pensions plans, should be expanded to include guidance to help consumers with their decision making, according to the Society of Pension Professionals (SPP).
The Personal Finance Society’s annual Paraplanning Conference, Purely Paraplanning 2024, gets under way today in London.
Unresolved LTA questions are causing disruption warns LCP
Written by Kat MitchellToo many unanswered questions on the Lifetime Allowance axe are causing disruption for retirees, according to a new report from pension consultants LCP.
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Fast growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired London Financial Planner firm Penney, Ruddy & Winter (PRW).
The FCA has today banned and fined James Lewis, the former CEO of City of London wealth manager and investment broker Shard Capital Partners.
Rising equity markets spurred a surprise jump in Direct to Consumer ISA inflows in Q1, according to market analyst Fundscape.
More than one million families are expected to contain more than one retired generation by 2034 – a 32% increase on the 813,000 multi-retiree families seen currently, according to a new study.