Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.
Dominic Martin, managing director at Walker Crips Wealth Management, shares with Financial Planning Today his growth plans for the Walker Crips’ Financial Planning arm and why Financial Planners and wealth managers are a perfect fit.
Young, ambitious and forward-thinking clients are often "overlooked and underserved" by traditional Financial Planning, believes the MD of a Financial Planning firm which targets 'next gen' clients.
More than 600 financial advisers have passed their Personal Finance Society Chartered Financial Planner exams since lockdown measures were introduced to slow the spread of Coronavirus in March 2020.
Wealth management giant St James’s Place (SJP) has reported gross inflows of £3.05bn for Q3 2020, a drop of 18% from Q3 2019, with funds under management up 1.5% to a record high of £118.7bn.
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has acquired Essex-based Andrew Cohen Associates after integrating the business under its Downstream Buy Out model.
Wealth management and financial advice trade body PIMFA has called on the Government to tighten the rules on the promotion of unregulated financial promotions.
International wealth manager deVere has said Nigel Farage’s advocating a DIY approach to investing could be monumentally risky for inexperienced investors reading his newsletter.
Only 4% of pension savers would opt out of free pension guidance if they were ‘auto-enrolled.’
The FCA has today publicly censured Aviva plc for making a stock market announcement that had the potential to mislead retail investors.