The debate about introducing a new professional Paraplanning standard has recently intensified.
A new discretionary investment management firm has been launched today.
The proportion of old IFP members that kept their membership going after the CISI merger dropped to about 50% back in May but has risen again to 82%.
A Financial Planning firm specialising in advice for medics and dentists has taken on three new Paraplanner apprentices.
A finance firm has urged the financial services sector to introduce compulsory flexible working hours to attract and retain more women.
Professional advisers are increasingly being overlooked by the over 50s as they turn to the internet instead, a new report suggests.
Paraplanners are predicting more takeover deals in the platforms sector, following the recent sale of Cofunds by L&G to Aegon for £140m.
Men aged 65 are the most likely victims of investment fraud, police have warned.
A new government body offering money and pensions guidance and debt advice to consumers is to be set up to provide a one-stop source for personal finance advice.
The founder of Acumen Financial Planning has described the “huge honour” of being named Accredited Financial Planning Firm of the Year.
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