Articles
There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller.
West Lancashire-based Acumen Financial Partnership has recruited Chartered Financial Planner Mike Moore as its 20th team member.
Half of the over-50s planning to retire to Europe say they are reconsidering their plans due to Brexit.
The owner of a Bucks IFA firms says the increasing regulatory burden is one of the key reasons behind the £1.8m sale of his firm to Mattioli Woods.
Third of Planners building ESG into fact finds
Written by Kat MitchellJust under a third (30%) of Financial Planners have reviewed their client fact finds to include questions about ESG preferences, according to a new report.
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Increasing regulatory cost biggest hurdle for Planners
Written by Kat MitchellIncreasing regulatory costs is the biggest hurdle facing Financial Planners in the next 24 months, according to our annual survey.
Global dividends to regain pre-pandemic highs
Written by Kat MitchellA strong dividend recovery is under way with global dividends set to return to their pre-Coronavirus pandemic highs in the next 12 months, according to a new report.
Part-timers slipping behind with retirement saving
Written by Kat MitchellOnly half of part-time employees in the UK have a workplace pension, despite it being over four years since the introduction of auto-enrolment, according to a new report.
FCA pushes £26.7m SIPP provider into insolvency
Written by Kat MitchellThe Financial Conduct Authority (FCA) has ordered that Cambridgeshire SIPP provider DAC Pensions Limited be placed into insolvency after the firm accepted business from unauthorised introducers without the proper vetting required by the FCA.