Robo-advice is a “tremendous asset” to planners who will all be utilising such tools in coming years, says Life Planning founder George Kinder. Read more ...
George Kinder: Robo-advisers are friend, not foe, to planners
- Wednesday, 22 July 2015
- Articles

1 in 5 go to Pension Wise before contacting Fidelity
- Wednesday, 22 July 2015
- Articles

The number of Fidelity’s customers using Pension Wise before contacting the company has risen to 20%. Read more ...
Advisers steering clients towards multi asset products
- Wednesday, 22 July 2015
- Articles

Almost half of advisers have been encouraging their clients to invest in multi asset products in response to the current market volatility, a study suggests. Read more ...
Former Apple and Tesco boss joins Octopus
- Tuesday, 21 July 2015
- Articles

Apple’s former retail chief has been snapped up by Octopus Investments. Read more ...
IFP member firm combines 'best' of annuity and drawdown
- Tuesday, 21 July 2015
- Articles

An IFP corporate member claims it has created a ‘best of both’ solution to the problem of annuity versus flexi-access drawdown. Read more ...
Govt and FCA must act over 'huge' differences in drawdown fees
- Tuesday, 21 July 2015
- Articles

Consumer champion Which? has called for the Government and FCA to step in and shake up income drawdown charges. Read more ...
Proportion of upheld ISA complaints falls against annual trends
- Tuesday, 21 July 2015
- Articles

The proportion of ISA related complaints which were upheld by the Financial Ombudsman Service in the first quarter this financial year was lower than the trend over the last two years. Read more ...
Sentiment towards Eurozone shares plummets to new low
- Monday, 20 July 2015
- Articles

Sentiment towards Eurozone shares has plummeted in the last month, with the biggest annual decline on record reported.
Read more ...Tilney's new Financial Planning director joins from RBS
- Monday, 20 July 2015
- Articles

A wealth manager from RBS has been hired by Tilney Bestinvest as its new director of Financial Planning. Read more ...
Paraplanners Powwow coming to London tomorrow
- Monday, 20 July 2015
- Articles

The growing Paraplanners Powwow movement rides into the capital tomorrow for the third Powwow Down South. Read more ...