Retirement and investment provider Fidelity International is to launch an artificial intelligence-driven Financial Planning software tool for UK advisers.
Read more ...Rise in advisers bringing ESG into retirement planning
- Thursday, 26 May 2022
- Articles
Four in ten (43%) financial advisers consider sustainable investments when building retirement portfolios, according to new research.
Read more ...Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner
- Thursday, 26 May 2022
- Articles
Legal and financial services provider Irwin Mitchell has acquired Cheshire-based Chartered Financial Planning firm TWP Wealth for an undisclosed sum.
Read more ...FSCS cuts annual levy by a third
- Thursday, 26 May 2022
- Articles
The Financial Services Compensation Scheme (FSCS) has cuts its levy for 2022/23 by £275m to £625m.
Read more ...AJ Bell drops platform costs as profits fall
- Thursday, 26 May 2022
- Articles
Profit before tax at investment platform AJ Bell fell to £26.1m (HY21: £31.6m) for the six months ending 31 March.
Read more ...FCA proposes single segment for listed companies
- Thursday, 26 May 2022
- Articles
The Financial Conduct Authority (FCA) has proposed a single listing segment regime for equity shares of commercial companies.
Read more ...Transact net inflows rise 16%
- Thursday, 26 May 2022
- Articles
Net inflows for adviser platform Transact rose 16% to £2.68bn in the six months ending 31 March.
Read more ...Women start investing 3 years earlier than men
- Wednesday, 25 May 2022
- Articles
The average age of female investors when they start investing is 32 compared to 35 for men, according to a new report.
Read more ...3 in 4 pension schemes have net zero plans
- Wednesday, 25 May 2022
- Articles
Three quarters (74%) of pension schemes have net zero plans in place or will have within the next two years, according to a new survey.
Read more ...Third of clients expect Planner to be ESG expert
- Wednesday, 25 May 2022
- Articles
Over a third (35%) of clients expect their Financial Planner to be an expert on environmental, social and governance investments.
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