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.
Read more ...Walker Crips adds model portfolios to Dynamic Planner system
- Friday, 31 August 2018
- Articles

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.
Read more ...PIMFA relaunches popular annual Financial Adviser Dinner
- Friday, 31 August 2018
- Articles

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.
Read more ...Nearly 7 in 10 confident about ‘own personal finances’
- Thursday, 30 August 2018
- Articles

Despite concerns about the UK’s finances, 66% of consumers say they are confident about their own personal finances.
Read more ...Saunderson House results hit by sell-off plans
- Thursday, 30 August 2018
- Articles

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.
Read more ...Researchers suggest 327 IFA firms in danger of failure
- Thursday, 30 August 2018
- Articles

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.
Read more ...Thesis appoints two new board directors
- Thursday, 30 August 2018
- Articles

Thesis Asset Management has appointed Lawrence Cook and Giles Marriage to its board of directors as it completes a series of management changes.
Read more ...Quilter Cheviot launches first Paraplanner Roadshow
- Thursday, 30 August 2018
- Articles

Wealth manager and Financial Planner Quilter Cheviot is to launch its first roadshows dedicated to Paraplanners.
Read more ...deVere CEO says ‘Wolf of Wall Street’ is wrong on Bitcoin
- Wednesday, 29 August 2018
- Articles

Advisory group deVere’s chief executive has countered claims by ‘Wolf of Wall Street’ Jordan Belfort that Bitcoin is ‘a scam’.
Read more ...Govt told: ‘Reform pensions tax relief to boost savings’
- Wednesday, 29 August 2018
- Articles

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