Brooks Macdonald has stopped applying VAT on the group’s managed portfolio service (MPS) from 1 January 2021.

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Thursday, 07 January 2021
Articles

John Stevenson, managing director of Manchester-based Pareto Financial Planning, has been recognised for his support of cancer charities with an MBE in the Queen’s New Year Honours list.

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Less than half of UK advisers (43%) said they are confident about their business’ prospects over the next twelve months, according to a new white paper.

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Thursday, 07 January 2021
Articles

The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.

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Nearly 6 in 10 respondents (59%) to the FCA’s Coronavirus Financial Resilience Survey expect the pandemic to hit their income, with most expecting a drop of up to 25%.

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Newton Investment Management, part of BNY Mellon Investment Management, has appointed former Aviva Investors CEO Euan Munro as its new chief executive.

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Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.

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Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.

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Lindsay Hudson is to join Aegon Asset Management as head of inclusion and diversity from Invesco where she has worked since 2015.

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Divorce was the second biggest cause of a derailment of retirement plans according to the Great British Retirement Survey, but financial advice is often not taken during divorce proceedings.

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