Articles
A focus on short-term finances means that many women have been unable to build a financial plan to achieve their long-term goals, hampering their financial wellbeing, according to a new report.
Pair sentenced to 19 years for £2m investment fraud
Written by Kat MitchellTwo men have been sentenced to a total of 19 years in jail for large-scale investment fraud, after an eight year investigation.
Clients are getting older, on average. It’s an inescapable fact that I was reminded of this week with the launch by St James’s Place of its Care Concierge service, aimed particularly at clients over-80.
The London Institute of Banking & Finance (LIBF) has added the Practical Investment Planning (PIP) module from Practical Financial Exams as an eligible Specialist Unit for its Advanced Diploma in Financial Advice (Adv DipFA).
Financial Planning and retirement savings firm Punter Southall Aspire has expanded its Financial Planning teams with new Chartered Financial Planner appointments in Poole and Oxford.
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The FCA has launched a major crackdown on scam bond and investment comparison websites in signs of a tougher approach from the regulator.
Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell'.
During a call with a client last week, I was reminded again of the dangers of unregulated investments. The client explained that his good friend had lost £120,000 to a Bitcoin scam.
M&G Wealth, the new wealth management arm of M&G, has signed a deal with Australian fintech Ignition Advice to help it launch a low-cost, hybrid digital advice service this year.