Former Financial Planner Rob Roberts, MP for Delyn (North Wales), told the House of Commons that the UK could find itself gripped by a retirement crisis if savers’ attitudes towards Financial Planning and advice did not change.
Read more ...MP warns of retirement crisis if Financial Planning ignored
- Monday, 14 December 2020
- Articles
HNW women feel misunderstood by advisers
- Monday, 14 December 2020
- Articles
The next generation of high net worth women are set to change family financial dynamics as their share of global wealth increases, but high net worth women are more likely to feel misunderstood by their financial adviser, according to a new report.
Read more ...FCA announces leadership reshuffle
- Monday, 14 December 2020
- Articles
The Financial Conduct Authority has appointed Sheldon Mills as the new executive director for consumers and competition, and Siobhan Sheridan as chief people officer.
Read more ...ASI launches EM sustainable development equity fund
- Monday, 14 December 2020
- Articles
Aberdeen Standard Investments (ASI) has launched an emerging markets sustainable development equity fund.
Read more ...IFAs “poorly equipped” for uptick in younger advice seekers
- Monday, 14 December 2020
- Articles
The impact of the Coronavirus pandemic had led to a large increase in the numbers of younger people taking financial advice, but financial advisers are poorly equipped to help clients deal with the emotional and psychological roller-coaster ride their clients have endured during the Coronavirus pandemic, and the impact it has had on markets and their investments, according to new research.
Read more ...Selectapension acquired by Canadian software group
- Monday, 14 December 2020
- Articles
Pensions and investment planning software firm Selectapension has been acquired by the Perseus operating group of Canadian technology company Constellation Software.
Read more ...Activist shareholder welcomes SJP operating model review
- Friday, 11 December 2020
- Articles
Activist investment firm PrimeStone Capital has praised wealth management giant St James’s Place for its “constructive dialogue” following the concerns it raised with the firm earlier this year.
Read more ...Nucleus inflows rocket as OpenWealth acquisition completes
- Friday, 11 December 2020
- Articles
Net inflows at Nucleus rocketed to £166m in its third quarter, a rise of 102% from the corresponding quarter the previous year, as the investment platform confirmed that is has completed its acquisition of part of OpenWealth’s UK business.
Read more ...Quilter considering disposal of international business
- Friday, 11 December 2020
- Articles
Wealth management and Financial Planning giant Quilter confirmed that is considering selling its international business.
Read more ...2021 to bring pension transfer gold rush
- Friday, 11 December 2020
- Articles
A flood of insolvencies in 2021 could lead to a new gold rush for DB transfer in the new year as household budgets are squeezed, according to a new report.
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