Articles
Almost two-thirds (64%) of advice firms have altered their future business plans due to Covid-19.
The pandemic is impacting different sections of society in different ways. For example, a recent study by Legal & General suggested that 1.5m people plan to delay their retirement because of Covid-19 and its financial impacts.
Expanding Chartered Financial Planning firm Wills & Trusts has launched its own firm of solicitors and is planning to launch an accountancy business later this year.
The Personal Finance Society has postponed all its large-scale events to 2021 but the professional body will go ahead with a series of smaller and virtual events this year.
Fairstone signs buy out deal with Financial Planner
Written by Kat MitchellChartered Financial Planner Fairstone has agreed its seventh acquisition deal this year with South East firm Mantle Financial Planning which has £480m in Funds Under Management.
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Advisers due to sit an exam with the CII yesterday faced technology issues as the remote examination system faced configuration issues.
Andrew Marker has succeeded Tom McPhail as chair of the STAR Steering Group, a key cross-industry tech initiative, after the founding chair left the industry in June.
Expanding national advisory group Beaufort Financial has appointed Luke Mason as head of advice.
Financial Planners: key concerns are growth and efficiency
Written by Kat MitchellFinancial Planners believe business growth and efficiency to be the biggest challenges they face in 2020, according to a new survey.