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Dynamic Planner has announced its ninth annual conference will be delivered virtually on 10 March, as the Coronavirus pandemic looks likely to put a dampener on the 2021 conference season.
Financial Planners have told Financial Planning Today that they are unphased by the latest round of lockdowns throughout the UK.
Wealth manager, pensions and employee benefits firm Mattioli Woods’s total client assets have hit a milestone £10bn, according to its most recent trading update.
Net retail fund sales reached a record monthly high of £8.3bn in November 2020, beating the previous record of £5.7bn set in September 2017, according to the latest data from the Investment Association.
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Brooks Macdonald removes VAT from MPS offering
Written by Kat MitchellBrooks Macdonald has stopped applying VAT on the group’s managed portfolio service (MPS) from 1 January 2021.
John Stevenson, managing director of Manchester-based Pareto Financial Planning, has been recognised for his support of cancer charities with an MBE in the Queen’s New Year Honours list.
Less than half of advisers confident about 2021
Written by Kat MitchellLess than half of UK advisers (43%) said they are confident about their business’ prospects over the next twelve months, according to a new white paper.
The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.