Articles
Next month a CII-led event will focus on getting women talking about money and financial wellbeing.
Wealth managers ‘won’t survive’ unless they digitally innovate
Written by JamesNew research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.
IA calls for investor protection as Brexit deadline is extended
Written by JamesEU heads of state extended the Brexit until 31 January - in principle - today via what was dubbed a “flextension”.
Trade association PIMFA, which represents 1,000 investment managers and financial advisers, has called on the FCA to “raise the bar” instead of banning contingent charging.
Financial Planning and wealth management group Tilney has made a new senior hire in Birmingham.
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Key Partnerships, the equity release referral service for Key, has been selected as one of SmartrRefer partners – Legal & General Mortgage Club’s referral platform for specialist providers.
Two investment managers from Rathbones have agreed to join JM Finn, subject to regulatory and contractual approval.
The Pensions Regulator (TPR) intervened in the running of the London Borough of Barnet Superannuation Fund and says the scheme is now running more “effectively”.
Financial Planner research shows advisers’ personality traits
Written by JamesNew academic research for Financial Planning firm Quilter has revealed the personality traits that lead to the most successful and happy advisers.