Four firms are teaming up to create a new advisory service for employees nearing retirement – which includes a robo-advice option.
Aegon has signed a deal with Nationwide Building Society to continue providing the Investor Portfolio Service (IPS) for new and existing business, following the recent acquisition of Cofunds.
More families are tackling the inheritance taboo but nearly half still avoid the difficult conversation.
A new robo-adviser described as “styled like WhatsApp” is being launched by a former IFA.
Plans to ensure that advisers pay large fines if they are found to be ‘enablers’ of tax avoidance have been blasted as “ludicrously draconian” and ill conceived.
The ‘guru speaker’ at the national Paraplanners Powwow will be Rory Percival, the FCA technical specialist, who revealed on Friday he is leaving the regulator.
Retired household incomes rise above 2008 crash levels
Average income for retired households continued to rise following the economic downturn and has gone above the 2007/08 level – in contrast to non-retired households which have failed to get back to that same peak.
A national adviser firm has opened its 16th branch in 16 years.
Former IFP President Julie Lord is forming a new Financial Planning firm.
Cashflow modelling will be the backbone of a new Financial Planning firm, its managing director says.