A new version of FinaMetrica, the popular risk-profiling tool for Financial Planners, has been released.
Read more ...FinaMetrica launches new version of risk profiling tool
- Wednesday, 28 February 2018
- Articles

SJP profit nears £1bn as firm eyes 20% growth
- Wednesday, 28 February 2018
- Articles

St. James's Place recorded an EEV operating profit up 36% last year to more than £900m - with the firm confident of 15-20% growth this year.
Read more ...Chase de Vere ties up deal with Chartered builders
- Wednesday, 28 February 2018
- Articles

Chase de Vere, the national IFA firm, has set up a partnership with The Chartered Institute of Building (CIOB), the professional body for construction managers which has 34,000 UK members.
Read more ...SJP co-founder Wilson dies after cancer battle
- Tuesday, 27 February 2018
- Articles

The co-founder and former chief executive of St James Place, Mike Wilson CBE, has died today.
Read more ...Aegon shakes up management after Cofunds deal
- Tuesday, 27 February 2018
- Articles

Aegon is shaking up its senior manager team, amid the integration of Cofunds and BlackRock’s UK Defined Contribution platform and administration business.
Read more ...Transact’s parent IPO values firm at £650m
- Tuesday, 27 February 2018
- Articles

Transact’s parent company IntegraFin has revealed its initial public offering plans value the platform provider at just under £650m.
Read more ...IFA sells firm to Chartered Planner’s group
- Tuesday, 27 February 2018
- Articles

An IFA with 200 clients across England has sold his firm to expanding Financial Planner and wealth manager AFH Group for up to £738,000.
Read more ...Chartered Financial Planner warns of ‘deepfake’ scams
- Tuesday, 27 February 2018
- Articles

Surrey-based Informed Choice, a firm of Chartered Financial Planners, is warning about the risks of an emerging video technology with the potential to cheat investors.
Read more ...FCA orders firm to pay £170m in compensation and fines
- Tuesday, 27 February 2018
- Articles

A finance firm must pay £169m in compensation and a £2m fine for failing to tell customers the full cost of a product.
Read more ...Help for Paraplanners on new data law ‘minefield’
- Monday, 26 February 2018
- Articles

Paraplanners will be guided through the ‘minefield’ of major changes to data protection laws via an online seminar on Wednesday.
Read more ...