Articles
Planners want better platform / back-office integration
Written by Kat MitchellIn a special platforms report for the latest edition of Financial Planning Today Magazine, Financial Planners have called for platforms to develop better integrations with the most popular back-office systems.
Adviser network Socium Group has withdrawn its acquisition offer for financial advice firm Beaufort Group.
The Consumer Prices Index (CPI) 12-month rate rose to 0.7% in the 12 months to March, up from 0.4% in February.
Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.
Quilter Financial Planning generated £1bn in integrated net flows for the three months ended 31 March, an increase of 43% from Q1 2020.
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The M&G Property Portfolio Fund and its feeder fund are to resume dealing next month on 10 May after being suspended for nearly 18 months.
Two thirds (66%) of adults retiring in 2021 risk running out of money in retirement, according to a new study.
Financial advisers will see their Financial Conduct Authority fees rise by 1.5% in 2021-22 under proposals published today by the regulator.
Financial Planning Today caught up with Personal Finance Society CEO Keith Richards about his impending departure from the professional body, how he sees the Financial Planning profession's state of health and his plans for the future.