The estimated 1.8 million British expats living in the EU should consider reviewing their personal financial strategies as ‘no-deal’ Brexit looks increasingly likely, the deVere Group has warned.

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Walker Crips, which has a Financial Planning arm, has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform, enabling advisers to assess the long-term investment risks associated with the portfolios against their clients’ risk profiles.

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PIMFA, the trade body formed by a merger of APFA and the Wealth Management Association, is to relaunch the popular annual Financial Adviser dinners organised by APFA.

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Despite concerns about the UK’s finances, 66% of consumers say they are confident about their own personal finances.

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Financial Planner and wealth manager Saunderson House was adversely affected by the sell-off plans of its parent group IFG which abandoned its sale of Saunderson House earlier in the year.

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Independent market researchers Plimsoll Analysis has given the IFA firm sector a mixed bill of health with a warning that 327 firms are in danger of failure.

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Thesis Asset Management has appointed Lawrence Cook and Giles Marriage to its board of directors as it completes a series of management changes.

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Wealth manager and Financial Planner Quilter Cheviot is to launch its first roadshows dedicated to Paraplanners.

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Advisory group deVere’s chief executive has countered claims by ‘Wolf of Wall Street’ Jordan Belfort that Bitcoin is ‘a scam’.

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The time has come to reform pensions tax relief to encourage more to save.

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