Fintech start-up Plannr has launched a back-office solution for Financial Planners.
Read more ...Male Paraplanners 4x more likely to seek adviser careers
- Wednesday, 01 June 2022
- Articles
Male Paraplanners are over four times more likely to want to become financial advisers than female Paraplanners, according to new research.
Read more ...iPensions completes migration of Forthplus clients
- Wednesday, 01 June 2022
- Articles
SIPP provider iPensions Group has completed the migration of Forthplus SIPP customers following its acquisition of the business assets of the Edinburgh business.
Read more ...Moneyinfo adds white labelled onboarding app
- Wednesday, 01 June 2022
- Articles
Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app.
Read more ...NHS pensioners hit record high in April
- Tuesday, 31 May 2022
- Articles
April saw a record number of pension benefits being awarded to NHS members, indicating a significant jump in those retiring.
Read more ...Female clients prefer to work with other women
- Tuesday, 31 May 2022
- Articles
Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.
Read more ...JM Finn reports 125% increase in flows
- Tuesday, 31 May 2022
- Articles
Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
Read more ...Government to launch corporate reporting and audit regulator
- Tuesday, 31 May 2022
- Articles
The Government is to overhaul the corporate reporting and audit regime by launching a new regulator.
Read more ...Fraudster jailed for failing to pay confiscation order
- Tuesday, 31 May 2022
- Articles
A convicted investment fraudster has been jailed for six years and seven months after failing to pay a confiscation order.
Read more ...Progeny acquires Hampshire Planner
- Tuesday, 31 May 2022
- Articles
Financial Planning and professional services firm Progeny has acquired Hampshire-based Financial Planning firm Coll Perkins for an undisclosed sum.
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