Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.
Read more ...Homeowners turn to ‘experts’ over financial advisers
- Tuesday, 01 June 2021
- Articles
More homeowners are turning to financial influencers such as Martin Lewis for financial advice (29%) than are choosing to consult a financial adviser (22%), according to a new report.
Read more ...19% of clients running secret investment ‘side-hustles’
- Tuesday, 01 June 2021
- Articles
Almost a fifth (19%) of clients are investing in DIY investing platform accounts alongside their main portfolio through their Financial Planner, according to new research.
Read more ...No full Pension Dashboards until 2025
- Tuesday, 01 June 2021
- Articles
Pension savers hoping to see their retirement pots in one place online under Pension Dashboards may have to wait until at least 2025 under the timetable for schemes to connect to Dashboards.
Read more ...Women less likely to have a financial plan
- Tuesday, 01 June 2021
- Articles
A focus on short-term finances means that many women have been unable to build a financial plan to achieve their long-term goals, hampering their financial wellbeing, according to a new report.
Read more ...Pair sentenced to 19 years for £2m investment fraud
- Tuesday, 01 June 2021
- Articles
Two men have been sentenced to a total of 19 years in jail for large-scale investment fraud, after an eight year investigation.
Read more ...LIBF adds new investment planning module to diploma
- Friday, 28 May 2021
- Articles
The London Institute of Banking & Finance (LIBF) has added the Practical Investment Planning (PIP) module from Practical Financial Exams as an eligible Specialist Unit for its Advanced Diploma in Financial Advice (Adv DipFA).
Read more ...Punter Southall Aspire expands Financial Planning teams
- Friday, 28 May 2021
- Articles
Financial Planning and retirement savings firm Punter Southall Aspire has expanded its Financial Planning teams with new Chartered Financial Planner appointments in Poole and Oxford.
Read more ...Exclusive: FCA issues 140 website warnings in 1 month
- Friday, 28 May 2021
- Articles
The FCA has launched a major crackdown on scam bond and investment comparison websites in signs of a tougher approach from the regulator.
Read more ...AJ Bell to launch app-based platform for advised clients
- Thursday, 27 May 2021
- Articles
Wealth manager and platform firm AJ Bell is to relaunch its recently acquired mobile phone fintech Adalpha as an app-based platform called ‘Touch by AJ Bell'.
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