Articles
‘Ambulance chasers’ must raise advertising standards - FCA
Written by JamesClaims management companies (CMCs) - so-called ‘ambulance chasers’ - must do more to ensure their promotions do not mislead potential customers according to the FCA.
CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 12,000 registered account holders and £100bn funds under calculation.
Close Brothers Asset Management (CBAM) has appointed Philip Young and Lucy Katzarova to support the expansion of its investment management service for high net worth clients.
“Will you still need me, will you still feed me. When I'm 64.”
XPS has launched a ‘Competitive Tendering’ support service for trustees.
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The Pensions Regulator has fined a firm £350,000 for failing to fully comply with its pension duties.
Advisers take global perspective amid market uncertainty
Written by JamesAdvisers continue to seek returns from around the world, with figures from FundsNetwork revealing the global sector remained the most popular during July.
Financial Planning tech firm develops DB advice service
Written by JamesFinancial Planning tech firm Wealth Wizards has revealed it is developing software that will enable financial advisers to implement a digital ‘abridged advice’ service.
Succession Wealth’s aim when it was founded in 2009 was to create an “unmatched” Financial Planning firm, Financial Planning Today caught up with company director Mark Stokes to take a deep look inside the business.