IFA network Tenet Group is to close its wealth business and offer advisers a chance to join the bigger Openwork Partnership.
Read more ...Casebook: Death of an entrepreneur
- Monday, 21 August 2023
- Articles
Chartered Financial Planner Ian Cook of Quilter writes in the latest issue of Financial Planning Today magazine about how he helped a widow in Scotland in her early 50s plan for the future after the tragic, untimely death of her entrepreneur husband.
Read more ...Staffing a key challenge for Planner firm growth
- Friday, 18 August 2023
- Articles
The recruitment and retention of staff is one of the biggest challenges faced by expanding firms, according to Financial Planners.
Read more ...Quilter adds client comms guide
- Friday, 18 August 2023
- Articles
Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.
Read more ...Younger women show more interest in Planning careers
- Friday, 18 August 2023
- Articles
More 16 to 18-year-old women are showing an interest in the Financial Planning profession as a career option, according to national Financial Planning firm Progeny.
Read more ...MAPS to launch retirement guidance hub
- Friday, 18 August 2023
- Articles
Government-funded body the Money and Pensions Service (MAPS) is to combine its pensions services under a new Retirement Planning Hub.
Read more ...Netwealth targeted by 'clone' scammers
- Friday, 18 August 2023
- Articles
Wealth manager and Financial Planner Netwealth has been hit by a clone attack by fraudsters.
Read more ...Renters facing retirement planning shortfalls
- Thursday, 17 August 2023
- Articles
Only 18% of renting households are on track for a moderate retirement income - a 2% decrease year-on-year, according to the HL Savings and Resilience barometer.
Read more ...Just two fifths of retirement income provided by pensions
- Thursday, 17 August 2023
- Articles
Less than two-fifths (36%) of average retirement income before tax is provided by private and working pensions, according to a new report.
Read more ...Quilter Planning partners with non-exec body
- Thursday, 17 August 2023
- Articles
Quilter’s high net worth Financial Planning arm Quilter Private Client Advisers and discretionary investment arm Quilter Cheviot have signed an affinity partnership with non-executive body Virtualnonexecs.com
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