The Serious Fraud Office is investigating the Alpha and Green Park group of companies for misleading investors and money laundering.
Read more ...Planners need to engage better with younger clients - Progeny
- Thursday, 30 September 2021
- Articles
Financial Planners need to work together in order to engage the next generation of clients as soon-to-be inheritors, according to expanding Financial Planning firm Progeny.
Read more ...Nucleus confirms chief risk officer for combined group
- Thursday, 30 September 2021
- Articles
Nucleus’ chief risk officer Martin Ettles has been confirmed as taking on the same role across the combined Nucleus and James Hay platform group.
Read more ...Pareto FP forges partnership with accountancy firm
- Wednesday, 29 September 2021
- Articles
Pareto Financial Planning has partnered with accountants and business advisers Beever and Struthers to provide staff and clients with independent financial and wealth management advice.
Read more ...Chartered Planner flags up IHT rebate opportunity
- Wednesday, 29 September 2021
- Articles
Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.
Read more ...Nearly 1 in 5 retirees hit by a scam - FSCS
- Wednesday, 29 September 2021
- Articles
Nearly 1 in 5 retirees (17.5%) have been the victim of a financial scam, according to new research from the Financial Services Compensation Scheme (FSCS).
Read more ...Davy returns as Fintel chairman as Hughes exits
- Wednesday, 29 September 2021
- Articles
Fintel’s new chairman Gary Hughes has stepped down for personal reasons after only six months in the role, with former chairman and founder Ken Davy returning as interim chairman.
Read more ...Global survey ranks 4 key skills for Planners
- Tuesday, 28 September 2021
- Articles
A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need.
Read more ...Why Planners should include 'family' IHT reviews
- Tuesday, 28 September 2021
- Articles
Financial Planners should build in compulsory ‘family updates’ from clients at each review meeting to kickstart the conversation on inter-generational wealth transfer, a leading Chartered Financial Planner has told Financial Planning Today.
Read more ...CISI launches new CPD app
- Tuesday, 28 September 2021
- Articles
The Chartered Institute for Securities & Investment has launched a CPD app for its 43,000 members around the world including the UK.
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