4 in 5 (78%) of Financial Planners go beyond dealing with pure financial matters with their retirement clients to provide advice on life after work.
Industry veteran John Moret has called on the Financial Conduct Authority (FCA) to offer greater clarity on measurement mechanisms to aid customer care performance monitoring and benchmarking.
Wealth manager and Financial Planner Tilney Smith & Williamson has appointed former Saunderson House Financial Planner James Weston to its London team.
John Lewis has partnered with digital wealth manager Nutmeg to launch three digital investing propositions.
Platform and SIPP provider AJ Bell has promoted CFO Michael Summersgill to the newly-created role of deputy chief executive officer.
CPI inflation showed a significant fall last month to 2% but experts warn that the drop may only be temporary and a rate of 4% by the year end is possible.
CPI inflation leapt in August by a record amount from 2% to 3.2% after a significant fall the previous month.
CPI inflation dipped by 0.1 percentage points to 3.1% in September after rising by a record amount in August to 3.2% from 2% the previous month.
CPI inflation surged from 3.1% in September to 4.2% in October - the highest rate for 10 years, ONS reported today.
Fund manager and wealth group M&G is to acquire the rapidly growing financial advisory group Sandringham Financial Partners for an undisclosed sum.