Fixed income funds saw outflows of £356m in August, the first outflows since October 2022.
Read more ...Defaqto readying revamp of Engage Planning software
- Thursday, 05 October 2023
- Articles
John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
Read more ...Quilter adds co-branding to platform
- Thursday, 05 October 2023
- Articles
Wealth manager and Financial Planner Quilter has added co-branding to its adviser platform.
Read more ...Tavistock begins to recover after making loss
- Thursday, 05 October 2023
- Articles
Financial Planning group Tavistock has seen an improvement in trading after last month reporting a loss of nearly £1m.
Read more ...PFS adds digital Consumer Duty tools
- Thursday, 05 October 2023
- Articles
The Personal Finance Society has launched a Consumer Duty digital learning tool for Financial Planners.
Read more ...Killik launches gilts portfolio
- Wednesday, 04 October 2023
- Articles
Wealth manager Killik & Co has launched an actively-managed Gilt Saver Service.
Read more ...Planners get behind World Financial Planning Day
- Wednesday, 04 October 2023
- Articles
Financial Planners are getting behind the seventh World Financial Planning Day which runs today (Weds 4 Oct).
Read more ...Demand for Financial Planning growing
- Wednesday, 04 October 2023
- Articles
LangCat adds policy tracker to regulation software
- Wednesday, 04 October 2023
- Articles
The LangCat has added a policy tracker to its regulation software for financial services firms.
Read more ...Walker wins CFP Professional of the Year Award
- Wednesday, 04 October 2023
- Articles
Alasdair Walker CFP has won the prestigious Certified Financial Planner Professional of the Year award in the CISI Annual Financial Planning awards presented last night.
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