Articles
Up and coming adviser platform Wealthtime says it will consider its own acquisitions following the completion of its takeover by European private equity firm AnaCap Financial Partners.
Bristol-based Paradigm Norton Financial Planning has won the Personal Finance Society’s Chartered Firm of the Year in the annual PFS Awards.
Wealth manager St James’s Place has launched a new ‘Military Network’ to support current and ex-Armed Forces personnel, and their families, move into a career in financial services including as Financial Planners and support staff.
Third of new retirees still supporting family
Written by Kat MitchellOver a third of people set to retire in 2020 are still financially supporting family members, according to new research.
Pandemic driving investors to ESG says Aviva
Written by Kat MitchellThe Coronavirus pandemic has increased interest from UK investors in ESG according to a survey by Aviva.
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PFS to focus on building sustainable Planning profession
Written by Kat MitchellPersonal Finance Society (PFS) president Sarah Lord has urged the profession to unite to increase the strength and sustainability of the Financial Planning profession.
DWP considers bid to make 'auto' pensions guidance law
Written by Kat MitchellThe Department for Work and Pensions (DWP) has responded to a bid from former Pensions Minister Stephen Timms MP to make pension guidance appointments automatic.
Close Brothers launches two new sustainable funds
Written by Kat MitchellClose Brothers Asset Management (CBAM) has launched two new sustainable funds which aim to generate consistent long-term returns by screening out unethical practices while focusing on investment opportunities with positive ESG and sustainability records.
Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.