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Financial Planning firms that embrace change will be the winners despite FCA data revealing that revenue growth was weaker in 2019 than in previous years, according to Quilter.
The Chartered Institute for Securities & Investment has moved its October annual conference for Financial Planners online.
As councils imply they will provide less funding for those needing long-term care, over-55s are more concerned than ever about meeting care costs, according to a new report.
Quilter has partnered with workplace mental health specialist Spill to launch online resources and a counselling service its Financial Planners and their staff.
The average professional indemnity premium paid by Financial Planning firms has risen to 2.3% of average regulated revenue in 2019, according to the FCA’s retail intermediary market data released today.
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Unusually, a story from the professional bodies provoked a bit of controversy this week.
The Financial Planner and wealth manager Frenkel Topping has taken shares to market to finance further acquisitions in the personal injury and clinical negligence markets.
A new survey of UK Financial Planners found 96% were optimistic about their firm’s prospects for the next 12 months.
Financial Planners want to bolster green finance skills
Written by Kat MitchellFinancial Planners want to get up to speed with the FCA’s advice requirements for green financial products, according to a new survey.