Articles
The vast majority of financial advisers (97%) with a Centralised Investment Proposition (CIP) have updated it in the last 12 months or plan to do so, according to new research.
Planner team completes Three Peaks challenge
Written by Kat MitchellA five-strong team from Belmayne Independent Chartered Financial Planners of Dronfield, near Sheffield, has raised over £500 for charity by completing the Yorkshire Three Peaks Challenge.
FCA and TPR outline DC value for money framework
Written by Kat MitchellThe Financial Conduct Authority and The Pensions Regulator have published a joint discussion paper on building a common framework for measuring value for money in DC pension schemes.
Some of the most successful Financial Planning firms in the UK have shared the inspiring stories of how they have both survived and prospered during the pandemic in the new issue of Financial Planning Today Magazine.
Financial advice firm Just Wealth - part of estate agent group Spicerhaart - is training its self-employed advisers in advising investors on ESG options as a boom in ESG investing gets under way.
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Half of clients wish they had taken financial advice earlier
Written by Kat MitchellHalf of clients polled by Financial Planning firm Fairstone said they wised they had started taking financial advice at a younger age.
Planners back FCA plan to tackle investment harm
Written by Kat MitchellFinancial Planners have backed plans announced by the FCA in its sweeping Consumer Investments strategy released yesterday to tackle consumer investment 'harm'.
Adviser support services provider Adviser Services Holdings Limited's Sense and Lyncombe networks have passed the 400 adviser mark with over £5bn in assets under influence.
Wealth manager Brooks Macdonald has reported rapid growth in profits and funds under management for the year ended 30 June as recent acquisitions helped deliver strong results.