Articles
National IFA and Financial Planning firm Continuum has reported an 11% increase in client numbers to around 12,000 since the start of 2020.
Pensions and investment company Aegon has launched a Financial Wellbeing tool aimed at helping 45m UK adults assess their personal financial wellbeing and how to make improvements.
Legal & General Investment Management has joined the growing ranks of investment providers offering a Model Portfolio Service in response, it says, to rising demand from advisers.
Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering.
Savers paid £75bn into 13m new adult ISAs in the 2019/20 tax year, a rise of £7.1bn year-on-year, according to the latest ISA statistics from HMRC.
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Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.
Planner fined over decade old SIPP switch advice
Written by Kat MitchellFinancial Planning firm Insight Financial Associates has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.
Our 2021 State of the Profession Annual Survey is open now and gives you a great chance to share your views and potentially win an M&S gift voucher - with 10 up for grabs.
Ex 1825 Financial Planners set up wealth management business
Written by Kat MitchellA pair of Chartered Financial Planners who sold their previous business to 1825 have founded a new Raymond James wealth management branch in Barbican, London.