Wealth manager Brewin Dolphin has reported a 20% rise in Financial Planning income in its half year results published today.
Read more ...FSCS levy to rise as claims surge by 38%
- Wednesday, 25 November 2020
- Articles
The Financial Services Compensation Scheme is set to increase its levy yet again as it faces a £92m shortfall, according to its half-year Outlook report published today.
Read more ...Newsmakers: IWP’s David Inglesfield on future plans
- Wednesday, 25 November 2020
- Articles
David Inglesfield, CEO of acquisitive Financial Planning group Independent Wealth Planners, has spoken exclusively to Financial Planning Today about his plans for expansion, what he has learnt from building five wealth management businesses, and his passion for beekeeping.
Read more ...Financial Planners' Covid-19 tech revolution
- Wednesday, 25 November 2020
- Articles
Since lockdown started to bite nine months ago there has been a revolution in technology for Financial Planners with most compelled to invest in new technology.
Read more ...Heartwood rebrands to Handelsbanken Wealth
- Tuesday, 24 November 2020
- Articles
Heartwood Wealth Management has migrated to its parent brand Handlesbanken and been rebranded as Handelsbanken Wealth & Asset Management.
Read more ...Couples fail to seek retirement planning advice
- Tuesday, 24 November 2020
- Articles
Nearly three-quarters (74%) of over-45s have failed to seek help with retirement planning from a financial adviser, either together or on their own, according to new research.
Read more ...35% of Britons have never reviewed retirement savings
- Tuesday, 24 November 2020
- Articles
Over a third (35%) of Britons have never reviewed their retirement plans and 29% fear they will be short of money when they retire, according to new research.
Read more ...Soaring PI costs kill off adviser network firm
- Tuesday, 24 November 2020
- Articles
Wealth manager Harwood has placed a subsidiary, appointed rep adviser firm Network Direct, into voluntary administration due to “weak investment markets” and rising Professional Indemnity insurance costs.
Read more ...Planners split on best retirement income strategies
- Tuesday, 24 November 2020
- Articles
There is no overall consensus between Financial Planners on the best strategy to secure clients an income in retirement, according to new research.
Read more ...FCA fines FX firm £3.4m for misleading clients
- Tuesday, 24 November 2020
- Articles
The Financial Conduct Authority has fined FX options broker TFS-ICAP £3.44m for giving misleading information to clients.
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