Articles
Until now Financial Planners have treated the threat from robo-advisers as a limited one - and they have been right to do so - but that attitude may need to change, according to a recent report.
HMRC fines firm record £7.8m for money laundering failings
Written by JamesHMRC has fined a London firm a record £7.8m as part of a crackdown on money laundering.
XPS Pensions Group (XPS) has appointed Harry Harper as head of risk transfer, the firm has revealed.
The St James’s Place Academy has celebrated its 500th graduate successfully completing the firm’s in-house training programme.
FCA reveals Smaller Business Practitioner Panel chair
Written by JamesCharles Randell, chair of the FCA, has today announced the appointment of Marlene Shiels, chief executive of Capital Credit Union, as chair of the FCA’s Smaller Business Practitioner Panel.
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Fintech firm Defaqto has extended the capability of its end-to-end Financial Planning software with the addition of MiFID II portfolio cost analysis ability.
SIPPs firm Curtis Banks boosts profits and assets
Written by JamesSIPP provider Curtis Banks Group has revealed increased profits and assets in its interim results for the six months to 30 June.
Tilney hires CISI Vice President to expand Financial Planning
Written by JamesWealth management group Tilney, which manages more than £25bn of assets, is expanding its Financial Planning team in Cambridge with two new hires.
Robo-advisers were selected as the preferred investment provider by 4% of the UK's mass affluent investors, a sharp increase on the 1.3% seen in 2018.