Fast-growing Financial Planning firm Progeny Group has acquired three-office Chartered Financial Planning firm Lewis Brownlee Financial Services to expand in the South of England.

Read more ...

Monday, 21 November 2022
Articles

Adviser platform Novia is to cut its charges from the start of 2023 following a review of its pricing strategy.

Read more ...

STAR, the industry collaboration initiative, has launched a provider accreditation scheme aimed at tackling delays in savings, investment and pension transfers.

Read more ...

Financial Planner and wealth manager Evelyn Partners has hired former Serious Fraud Office (SFO) and Financial Conduct Authority (FCA) senior investigator Annabel Kerley.

Read more ...

Searches for annuities on search engine Google have increased by 50% since the start of the year, according to new data.

Read more ...

The Financial Conduct Authority has publicly censured Mohammad Ataur Rahman Prodhan, the former chief executive officer of Sonali Bank (UK) Limited (SBUK), for anti-money laundering failings.

Read more ...

The vast majority of financial advisers focus too much on portfolio performance and fail to evidence to clients the value of their advice, a new study suggests.

Read more ...

In this exclusive Guest Column for Financial Planning Today, Caroline Stuart of Sparrow Paraplanning looks at differing views of Paraplanners.

Read more ...

In this exclusive Guest Column for Financial Planning Today, Amyr Rocha Lima, chairman of the CISI Financial Planning Forum Committee, looks at how behavioural finance principles can be used in planning.

Read more ...

Thursday, 17 November 2022
Articles

Financial Planners have welcomed a “skillful” budget but warned it will hit higher earners.

Read more ...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/