A national IFA firm says about 25,000 clients have used its alternative to robo-advice.
A veteran pensions expert, whose career spanned over five decades, is retiring.
Demand for overseas pensions among expats will increase following changes outlined by the Government this week, the founder of a global advisory company believes.
The founder of Nucleus has been appointed to a new role by the Treasury to help spot “market failures and blockers to innovation”.
A double page feature on social media for Financial Planners, packed with practical tips from experts, is now available to all website users through the third issue of Financial Planning Today.
The boss of a Bristol-based wealth firm has revealed the strangest client request he has ever dealt with – being asked to help finance an ‘adult toys’ business.
An American social media expert says financial advisers should capitalise on the growing trend towards live video to generate new client leads.
Two out of five Britons over 55 will be saddled with debt going into retirement, a report has indicated.
The DWP is seeking suggestions on how it can stop SSASs being used in pension scams.
Financial Planners may be missing out on many possible client referrals for auto enrolment due to accountants failing to recommend specialist advice.