Paraplanners are feeling increasing appreciated by the advisers they work with, according to a new report from platform Embark.
Read more ...21-year-old Scot completes financial diploma
- Tuesday, 05 July 2022
- Articles
An Aberdeen-based 21-year-old Scot from Acumen Financial Planning has become one of the youngest people to complete their financial diploma.
Read more ...Securities firm linked to SIPP adviser fails
- Tuesday, 05 July 2022
- Articles
A City-based securities company linked to a wealth manager and three other appointed reps has gone into liquidation after FCA intervention, opening up possibility of at least £1.3m of claims to the Financial Services Compensation Scheme.
Read more ...Dunstan Thomas founder takes senior role in Curtis Banks
- Tuesday, 05 July 2022
- Articles
Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.
Read more ...Barclays UK CEO to chair MAPS advisory group
- Monday, 04 July 2022
- Articles
The CEO of Barclays UK, Matt Hammerstein, has become the new chairman of the Money and Pensions Service’s Advisory Group, taking over from Vim Maru, who steps down after two years in the role.
Read more ...Warning over under-35s having 'too many' pensions
- Monday, 04 July 2022
- Articles
Over a quarter of younger people (28%) aged under-35 have three or more pensions, according to research by Hargreaves Lansdown which warns that some could lose track of their retirement goals.
Read more ...Evelyn hire to help boost international Financial Planning
- Monday, 04 July 2022
- Articles
Financial Planner and wealth manager Evelyn Partners, formerly Tilney and Smith & Williamson, has recruited Nick Reeves from Deutsche Bank to boost its international Financial Planning team based in London.
Read more ...PruFunds to be sold via platform for first time
- Monday, 04 July 2022
- Articles
M&G Wealth is to add its PruFund Planet range of ESG-focused multi-asset funds as an advised investment choice on its own M&G Wealth Platform (formerly Ascentric) for the first time.
Read more ...45% say advisers 'key source' for financial advice
- Friday, 01 July 2022
- Articles
Nearly half of consumers would turn to regulated financial advisers when seeking financial advice, according to a new wealth report.
Read more ...1 in 5 could pay higher rate tax in 3 years - prediction
- Friday, 01 July 2022
- Articles
The number of higher rate taxpayers has soared by nearly 2m to 6.14m since the last election and could soar by a further 3m by 2025, according to a former Pensions Minister.
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