Articles
Wealth manager and IFA Sandringham Financial Partners has extended its agreement with Benchmark Capital to use its adviser technology solutions until 2028.
Workplace adviser secures private equity backing
Written by Kat MitchellWorkplace advice firm Wealth at Work has secured new investment from private equity house Aquiline Capital Partners to support its rapid growth plans.
One in eight clients suffered ‘financial damage’ from pandemic
Written by Kat MitchellOne in eight clients have suffered financial damage as a result of the Coronavirus pandemic, according to a new nationwide financial adviser survey.
Ignition Advice UK, the fintech helping M&G Wealth launch a hybrid digital advice service, has appointed former FNZ CEO Paul McMahon to its board as a non-executive director.
Financial Planning Today's 'State of the Profession' Annual Reader Survey is now open and offers you the chance to win one of 10 x £25 M&S gift vouchers in our prize draw.
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Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.
Homeowners turn to ‘experts’ over financial advisers
Written by Kat MitchellMore homeowners are turning to financial influencers such as Martin Lewis for financial advice (29%) than are choosing to consult a financial adviser (22%), according to a new report.
19% of clients running secret investment ‘side-hustles’
Written by Kat MitchellAlmost a fifth (19%) of clients are investing in DIY investing platform accounts alongside their main portfolio through their Financial Planner, according to new research.
Pension savers hoping to see their retirement pots in one place online under Pension Dashboards may have to wait until at least 2025 under the timetable for schemes to connect to Dashboards.