The Personal Finance Society (PFS) said 250 people have so far expressed interest in its Pathway to the Profession initiative that will support students taking their first step towards gaining their Diploma in Regulated Financial Planning.
Financial Planning technology firm Ortec Finance has turned to former St James’s Place division director John O’Driscoll to boost its UK Financial Planning ambitions.
Almost a fifth, 17%, of UK adults aged 55 or over, have never checked their pension, according to new research.
Fidelity International reckons there are overlooked growth opportunities among small US businesses and has launched a new fund to cash in.
Platform group Nucleus has launched a new CPD learning zone, which it has made available to Financial Planners and paraplanners who support its propositions - Nucleus Wrap, James Hay, Third Financial, Curtis Banks and Talbot and Muir.
Fidelity International has turned to AI to launch what it calls a “conversational interface” which is says is designed to enhance the experience of customers on its personal investing platform.
The proportion of savers accessing a pension for the first time using regulated advice has fallen to less than a third according to the latest FCA figures.
Investment platform provider Hargreaves Lansdown will offer its own-branded savings deposit account for the first time through a partnership with Shawbrook Bank.
Former HSBC banker John Goddard has been appointed chief executive at wealth manager Quilter's high net worth division Quilter Cheviot following regulatory approval.
Taunton-based Nicholas Harper, 26, has been convicted of breaching the Data Protection Act but acquitted of fraud and unauthorised business offences connected to an investment fraud following a prosecution brought by the FCA.