The Chartered Insurance Institute (CII) has moved to take control of the board of its Financial Planning arm, the Personal Finance Society (PFS), following the failure of mediation attempts.
Read more ...Advised clients using equity release to pass on wealth
- Wednesday, 21 December 2022
- Articles
Half (46%) of advised clients using equity release are using property wealth to gift an early inheritance to family, according to a new report.
Read more ...Amyr Rocha Lima: Why history makes us better investors
- Wednesday, 21 December 2022
- Articles
In this exclusive Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, explains why he believes history lessons are crucial for planners.
Read more ...Pension transfer activity hits two year high
- Wednesday, 21 December 2022
- Articles
Pension transfer activity in November was the highest since July 2020 as more pension members transferred between providers.
Read more ...Adviser back regional equity funds in 2022
- Wednesday, 21 December 2022
- Articles
Regional equity funds dominated the leaderboard of the most popular funds chosen by advisers on the AJ Bell Investcentre platform in 2022.
Read more ...IHT receipts surge £600m to £4.8bn
- Wednesday, 21 December 2022
- Articles
Inheritance tax receipts have continued to soar for the government, with an expectation of further rises due to thresholds being frozen until 2028.
Read more ...Parmenion adds RBC Brewin and Morningstar portfolios
- Tuesday, 20 December 2022
- Articles
Parmenion has added DFM portfolios from wealth manager RBC Brewin Dolphin and investment manager Morningstar to its adviser platform.
Read more ...1 in 5 advisers to revamp investment propositions
- Tuesday, 20 December 2022
- Articles
One in five (21%) financial advisers plan to make changes to their investment propositions in 2023, according to a new report.
Read more ...Nitu Mehra: Why I started an outsourced Paraplanning firm
- Tuesday, 20 December 2022
- Articles
In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.
Read more ...Tavistock Financial Planning profits rise 56%
- Tuesday, 20 December 2022
- Articles
The contribution to EBITDA from Financial Planning firm Tavistock’s advisory business rose 56% year-on-year to £1.4m for the six months ended 30 September.
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