A Financial Planning firm has promoted one of its bosses to head of investment management 17 years after he began with the company on a work experience placement.
A £500 pensions advice allowance for future retirees would be available to spend on robo-advice as well as a traditional adviser, the Government has revealed.
A Chartered Financial Planner has expressed fears over ‘unintended consequences’ of the new capital adequacy regime for Sipp firms, ahead of its implementation in two days.
About 3 in 5 people who have taken money out of their retirement savings under the pension freedoms have ignored future care costs, a report found.
The number of individual income protection policies has increased for the first time since 2007, new figures have shown.
A Financial Planning business has bought a network of advisers for about £4m.
The CISI told Financial Planning Today this week it was due to hold further talks with counterparts at the CII over moves to develop a Paraplanning standard.
The Society for Trust and Estate Practitioners has urged the Government not to make advisers shy away from legitimate tax planning.
The Personal Finance Society has met with the FCA, FOS and APFA to discuss “ineffective and overcomplicated” suitability reports.
A Chartered Financial Planner hopes to challenge the perceptions of traditional business in a new book that touches on his experiences of creating a new robo-adviser.