Articles
New research has revealed that professional financial advice boosts consumers’ emotional wellbeing – especially in times of crisis - and ongoing relationships with advisers provide the most benefit.
Close Brothers Asset Management has appointed James Ballinger FPFS as practice director of its London advice team.
Bestinvest’s annual Spot the Dog report has named and shamed a record 150 investment funds that have performed dismally over the past three years - a 65% increase from the 91 funds in the last report and the highest number on record.
Richard Stone, chief executive of The Share Centre, will leave the business on 18 September after 14 years at the firm to “pursue other interests and opportunities.”
We’ve just published the latest issue of Financial Planning Today magazine, the sister publication to Financial Planning Today website. It contains some excellent features and content as ever but one poignant article in the magazine, a case study, reminded me of just how crucial Financial Planning can be.
More...
The latest edition of Financial Planning Today Magazine is out and includes an exclusive Cover Feature on how Financial Planning professionals are leaping the hurdles created by the pandemic.
RMS Advisory, a new financial advisory firm founded by Rugby World Cup winner Francois Louw, has joined Financial Planning network Sanlam Partnerships.
More than 32,000 pension savers have received £135m in compensation from providers who failed to inform them about enhanced annuity options, the FCA has revealed in its Annual Report and Accounts.
Adviser lead generator fined £130k for pensions cold calling
Written by Kat MitchellThe Information Commissioner’s Office has issued a fine to CPS Advisory Ltd for making more than 100,000 unauthorised direct marketing calls to people about their pensions.