Articles
Aviva savings and retirement boss departs for Canada Life
Written by Kat MitchellAviva’s UK savings and retirement head Lindsey Rix has left the provider to join Canada Life after less than a year and a half at the helm.
Financial Planners will be able to compare over 530 ETFs from UK providers within the Investment Association’s sectors from Monday.
Charles Stanley Planning revenues up despite overall dip
Written by Kat MitchellWealth Manager Charles Stanley has reported a 13% rise in Financial Planning revenues for the year ending 31 March although overall revenues dipped by 1%.
Wealth manager and Financial Planner Quilter has written to the Prime Minister and the Minister for Digital and Culture calling on the government to include scams and other financial harms within the scope of the upcoming Online Safety Bill.
Planners optimistic despite ongoing pandemic disruption
Written by Kat MitchellSix in ten Financial Planners expect to see an increase in assets under advice despite over half seeing their firms’ growth plans disrupted by the Coronavirus pandemic, according to new research.
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Bamford Media, the company set up by leading Financial Planner Martin Bamford four years ago, has relaunched with a new name after the pandemic forced the business to make staff redundant and close its office.
DB pension transfer values recovered in March after dipping in February, according to the monthly XPS Transfer Watch.
London-based Waverton Investment Management Group has expanded its Financial Planning interests with the acquisition today of Scottish wealth manager and Financial Planner Cornerstone Asset Management.
Platform provider Praemium has opened an office in the Scottish Centre of Fintech Excellence in Edinburgh as part of international expansion plans.