A conference promises to look at how Paraplanning is a 'life-changing' process for many.
Read more ...Financial Planning firm appoints new director
- Wednesday, 25 April 2018
- Articles

Financial Planner Tilney Group has announced the appointment of Jonathan Asquith as a non-executive director.
Read more ...Self-employed ‘seriously concerned’ over pensions
- Wednesday, 25 April 2018
- Articles

A new report from the Demos think tank has found economic insecurity in later life is the most pressing challenge for self-employed workers.
Read more ...Aviva apologises over false portfolio loss warnings
- Tuesday, 24 April 2018
- Articles

Aviva has apologised and launched an investigation after advisers were falsely told the value of the clients’ portfolios had plummeted.
Read more ...Transact boosts funds despite market volatility
- Tuesday, 24 April 2018
- Articles

Platform provider Transact has boosted its funds, according to its latest set of figures.
Read more ...New VCT launch 'is good news for investors'
- Tuesday, 24 April 2018
- Articles

Seneca Partners is launching a new VCT, the first by a new VCT manager in five years.
Read more ...SJP funds dip amid weaker market conditions
- Tuesday, 24 April 2018
- Articles

Weaker markets impacted funds under management at St. James's Place, causing a drop in the first quarter of the year.
Read more ...CISI warns whistleblowing lessons must be learned
- Tuesday, 24 April 2018
- Articles

The CISI has warned lessons need to be learned regarding the treatment of whistleblowers, following the FCA fining Barclays CEO Jes Staley for attempting to unmask one.
Read more ...96% of ‘millennials’ rule out investing
- Monday, 23 April 2018
- Articles

So-called ‘millennials’ have been deterred from investing, with 96% aged 25-34 ruling out building portfolios because investing is too ‘complicated.’
Read more ...SIPP firm announces website enhancement
- Monday, 23 April 2018
- Articles

SIPP and SSAS firm Talbot and Muir has announced a suite of website upgrades to aid advisers.
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