Top Financial Planners reveal their most-used tech tools helping to transform their businesses in the latest Financial Planning Today magazine which is now available.
Read more ...3 readers win copy of thought-provoking new book
- Thursday, 16 May 2019
- Articles
Three Financial Planning Today readers have won a copy of the new book ‘The Eternal Business’ written by a Financial Planning firm boss about how he sold his firm to his employees.
Read more ...TPR inspectors to swoop on auto-enrolment rule flouters
- Thursday, 16 May 2019
- Articles
Inspectors from The Pensions Regulator (TPR) are to carry out from this week ‘short-notice’ inspections of employers who are suspected of flouting their automatic enrolment pension duties.
Read more ...Close Bros hires HNW MD for Scottish expansion
- Thursday, 16 May 2019
- Articles
Close Brothers Asset Management has bolstered its HNW investment team in Scotland with the hiring of Christopher Godfrey-Faussett to the role of managing director.
Read more ...Investec axes Click & Invest arm after losses top £25m
- Thursday, 16 May 2019
- Articles
Investec is to close it direct to consumer Click & Invest online arm after operating losses topped a total of £25m over the past two years.
Read more ...HL sees client numbers rise nearly 100,000 to 1.18m
- Wednesday, 15 May 2019
- Articles
Bristol-based investment provider and Financial Planner Hargreaves Lansdown has reported its number of active clients has reached 1,188,000 - up 53,000 on the previous trading period and up nearly 100,000 in the past 12 months.
Read more ...Advised investors outperform DIY rivals by 25%
- Wednesday, 15 May 2019
- Articles
Advised investors in the UK are outperforming DIY investors by more than 25% a year, according to a survey by a fund manager.
Read more ...Ambulance chasers spur huge jump in SIPP complaints
- Wednesday, 15 May 2019
- Articles
Claims management companies and law firms are submitting two thirds of all SIPP complaints - double the percentage seen in the previous year, according to Financial Ombudsman Service (FOS) figures out today.
Read more ...Average Inheritance Tax bill for 2018/19 close to £200,000
- Wednesday, 15 May 2019
- Articles
The average inheritance tax bill reached almost £200,000 in the last tax year - up £60,000 in five years, according to analysis of HMRC receipts by financial advice firm and insurer NFU Mutual.
Read more ...Wealth planning ‘a broken industry’ expert tells conference
- Tuesday, 14 May 2019
- Articles
A private wealth management expert has said he believes that the wealth management industry is “broken.”
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