Investment platform AJ Bell saw 4,960 net new advised customers for the three months ending 31 December, up 38% compared to the same period in 2020.
Read more ...Q&A with Life Planning guru George Kinder
- Thursday, 20 January 2022
- Articles
Financial Planning Today editor Kevin O'Donnell recently caught up with Life Planning guru George Kinder, one of the world's best known advocates for Financial Planning, about his new book, his views on the profession in 2022 and how he sees the long-term impact of Covid-19 on the way Financial Planners work.
Read more ...CashCalc adds gross cashflow modeller
- Thursday, 20 January 2022
- Articles
Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations.
Read more ...CISI CEO Culhane to step down after 18 years
- Wednesday, 19 January 2022
- Articles
The long-serving CEO of the Chartered Institute for Securities & Investment (CISI), Simon Culhane Chartered FCSI, will step down in September after 18 years in the role.
Read more ...£280m Charles Stanley takeover moves step closer
- Wednesday, 19 January 2022
- Articles
Wealth manager Charles Stanley’s takeover by rival Raymond James has moved a step closer with the scheme of arrangement receiving High Court approval.
Read more ...Over-45s keeping advisers in dark over vulnerability
- Wednesday, 19 January 2022
- Articles
Only 16% of over-45s informed their financial adviser they were facing circumstances which could make them financial vulnerable, according to a new report.
Read more ...FSCS warns LCF bondholders of scam emails
- Wednesday, 19 January 2022
- Articles
The Financial Services Compensation Scheme has warned LCF bondholders about scam emails claiming to be from a director of LCF.
Read more ...Kingswood hires new head of wealth planning
- Wednesday, 19 January 2022
- Articles
Fast-growing wealth manager and Financial Planner Kingswood has appointed Hayley Burton as a regional managing director and head of wealth planning.
Read more ...UK notches up 2,001 ISA millionaires
- Wednesday, 19 January 2022
- Articles
There are now 2,001 ISA millionaires in the UK with average pots of £1.4m.
Read more ...FCA to tighten financial promotions rules
- Wednesday, 19 January 2022
- Articles
The Financial Conduct Authority is planning to tighten rules covering financial promotions for high-risk investment products.
Read more ...