Articles
Our 2019 survey has found a pattern of steady growth and stability for many Financial Planning firms, in contrast to wider turbulence in the UK economy and major upheaval in some sectors.
Wealth manager hails 'strong' ethical portfolio performance
Written by JamesUK-based wealth manager Kingswood Holdings has revealed that it has seen “strong performance” this year across its recently-launched ethical range of portfolios on its managed portfolio service.
Financial Planning Today’s online audience has increased by 58% over the past 12 months with more than 121,000 visitors to the site during that period, according to the latest industry data.
Pensions and employee benefit consultancy Quantum Advisory has appointed industry veteran and Financial Planning-qualified Julian Fox as a principal consultant, writes Cormac Sibley.
DB transfer values rose to record highs in August 2019, while the number of members requesting a transfer value continues to increase, according to XPS Transfer Watch.
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Planner launches financial and estate planning “missing link”
Written by JamesChartered Financial Planner Jason Butler is pioneering a US system in the UK which he says is a bridge between Financial Planning and estate planning.
The Financial Services Compensation Scheme received 110 claims against Consumer Wealth – a collapsed adviser linked to Greyfriars P6 investment.
Intelliflo has been authorised by the FCA for registration as an account information service provider (AISP).
Pension cash 'floods' savings market, study reveals
Written by JamesFlexible pensions cash may be a major contributor to the rise in savings deposits – rather than a rise in consumers saving more, new research has suggested.