Articles
Moneyinfo, a client portal provider for advisers, has launched a new tool for DFMs and wealth managers to help them to meet the MIFID reporting obligations, recently identified by advisers as their biggest headache.
Employee benefits and income protection firm Unum has revealed that more people used its ‘return to work’ support for mental health issues in 2018 than any other condition.
Two entrepreneurs have launched a wealth manager called Rosecut which will use artificial intelligence and human advice to target a £3.2 trillion ‘under-serviced’ segment of middle-market investors.
Wealth manager and Financial Planner Clifton Asset Management has launched Eden Park Investment Management to provide Discretionary Fund Management to advisers.
Adviser trade association PIMFA has signed a partnership deal to offer cash savings platform Insignis to members.
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The Personal Finance Society has challenged the FCA’s recent DB transfer data and has welcomed what it calls the regulator’s acknowledgement of the limitations of the data.
More than four in five investors (84%) under-estimate the cost of investing and 13% are completely in the dark about the fees they pay, according to a new study by a Financial Planning-based wealth adviser.
This week one of our best read stories on Financial Planning Today website was about a firm based in the United Arab Emirates reportedly targeting UK clients by offering a Financial Planning / wealth management-style service.
Guardian, the protection insurance challenger focused on financial advisers, has made 12 staff redundant and a “small number” of other redundancies are being considered.