As unemployment rises economic uncertainty could give Financial Planners a golden opportunity to prove their worth, Quilter Financial Planning has told Financial Planning Today.
Read more ...Unemployment surge gives Planners chance to prove worth
- Thursday, 15 October 2020
- Articles
MBO at Chartered Financial Planners Fiducia Wealth
- Wednesday, 14 October 2020
- Articles
Chartered Financial Planner firm Fiducia Wealth Management has been bought out by its management.
Read more ...Openwork launches new graduate trainee scheme
- Wednesday, 14 October 2020
- Articles
Openwork, one of the biggest financial advice networks with 4,000 advisers in the UK, is launching its first Graduate Wealth Pathway trainee scheme.
Read more ...Pension transfers plummet as charge ban bites
- Wednesday, 14 October 2020
- Articles
The XPS Pension Transfer Watch Index for September has revealed that pension transfer activity plummeted at the same time as scam alerts surged - with 62% of pension transfers highlighted as potential scams.
Read more ...Lucas Fettes buys Suffolk Chartered Financial Planners
- Wednesday, 14 October 2020
- Articles
Expanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.
Read more ...Revealed: CISI 2020 Financial Planning Awards winners
- Tuesday, 13 October 2020
- Articles
The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.
Read more ...MGIM buys Seneca to create £5bn asset manger
- Tuesday, 13 October 2020
- Articles
Momentum Global Investment Management (MGIM) has agreed to acquire Seneca, creating an asset manager with £4.7bn in assets under management.
Read more ...SIPP providers need to invest in tech say Planners
- Tuesday, 13 October 2020
- Articles
Speeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.
Read more ...Hundreds of Planners backed Financial Planning Week
- Tuesday, 13 October 2020
- Articles
Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.
Read more ...AJ Bell warns about dangers of investment pathway reforms
- Tuesday, 13 October 2020
- Articles
AJ Bell chief executive Andy Bell has written to new FCA chief executive Nikhil Rathi warning him about the consumer dangers of proposed investment pathways reforms.
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