Financial advisers who seek referrals from solicitors and accountants have seen a surge in new client enquiries, according to new research.
Read more ...Advisers see four-fold surge in professional referrals
- Wednesday, 11 November 2020
- Articles
1 in 3 funds offer launch discounts of up to 47%
- Wednesday, 11 November 2020
- Articles
Research by consultancy Fitz Partners has revealed that 33% of asset managers across Europe now offer ‘early-bird’ discounts of up to 47% to promote new funds.
Read more ...Tavistock cuts costs as it readies platform launch
- Tuesday, 10 November 2020
- Articles
Financial adviser network and wealth manager Tavistock Investments is closing a number of offices and axing staff in a £750,000 cost-cutting drive as it prepares to launch its own platform.
Read more ...CII to end SPS 'gap-filling' option for advisers
- Tuesday, 10 November 2020
- Articles
The Chartered Insurance Institute is to end ‘gap-filling’ as an option for financial advisers applying for a Statement of Professional Standing from the end of August 2021.
Read more ...Women need to work past 100 to match male pensions
- Tuesday, 10 November 2020
- Articles
The gender pension gap has closed to just 1% but the Coronavirus pandemic threatens to make the savings gap worse with women needing to work beyond 100 to match men's pension pot.
Read more ...Insurance heavyweight to take chair at Brewin
- Tuesday, 10 November 2020
- Articles
Toby Strauss has been appointed as the next chairman of wealth manager and Financial Planner Brewin Dolphin when Simon Miller steps down in February 2021.
Read more ...Ex-Skandia CEO launches IFA consolidator
- Tuesday, 10 November 2020
- Articles
Former Old Mutual vice-chairman and Skandia CEO Peter Mann has launched a new IFA firm consolidator, Radiant Financial Group, with insurance industry heavyweight Simon Cogman-Hellier.
Read more ...Chancellor plans UK’s first Sovereign Green Bond
- Tuesday, 10 November 2020
- Articles
Chancellor Rishi Sunak has outlined plans for the UK’s first Sovereign Green Bond, as part of plans to make the UK attractive to financial services firms after Brexit.
Read more ...Quilter urges online investment scams legislation
- Tuesday, 10 November 2020
- Articles
Wealth management and Financial Planning firm Quilter has called for new legislation to protect consumers from the dangers of online investment scams.
Read more ...SJP Paraplanner is new CISI Financial Planning head
- Monday, 09 November 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.
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