The CISI’s annual Paraplanner Conference is under way and has attracted more than 120 attendees.
The CISI’s annual Paraplanner Conference is under way and has attracted 100 attendees.
IFA network Bankhall has signed a deal with Paraplanning specialists The Timebank to launch a support service to help member firms “increase their advice capacity.”
A company director who ran a financial advice firm has been banned and fined £29,300 by the FCA for falsifying qualifications.
Retirees are set to bequeath rather than spend much of their accumulated wealth, new research has indicated.
A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.
Quilter has recruited Ruth Markland as a non-executive director and senior independent director.
AJ Bell has launched a stocks and shares Lifetime ISA for clients of financial advisers via its Investcentre platform.
The FCA has dropped its investigation into Scottish Widows undertaken as part of its long-running thematic review of the fair treatment of longstanding customers in the life insurance sector.
A convicted fraudster who spent millions on a lavish lifestyle - including a luxury home in plush Sandbanks and a Ferrari after conning investors out of more than £21m - has had a confiscation order against him increased from £1 to £31,905.33.