Canada Life has launched a CPD training programme in behavioural psychology for Financial Planners.
Read more ...Too many Planners relying on averages warns DFM
- Thursday, 11 January 2024
- Articles
Too many Financial Planners are relying on averages for their retirement income planning process, according to DFM Hymans Robertson Investment Services.
Read more ...FSCS to hire more experts for rise in complex cases
- Thursday, 11 January 2024
- Articles
The Financial Services Compensation Scheme, the government-backed investor safety net, is to expand its number of expert staff to cope with a rise in complex cases.
Read more ...Family office aquires Turnstone fiduciary business
- Thursday, 11 January 2024
- Articles
Boston Multi Family Office has acquired the Isle of Man fiduciary business of Turnstone.
Read more ...County Durham advice firm fails
- Wednesday, 10 January 2024
- Articles
County Durham-based firm D&G Financial Services Ltd (FRN: 208521) has been declared in default by the Financial Services Compensation Scheme.
Read more ...Average age of billionaires drops by 11 years
- Wednesday, 10 January 2024
- Articles
The average age of billionaires has dropped by 11 years since 2014 to 47 years old, according to a new report.
Read more ...60/40 multi-asset solutions return to popularity
- Wednesday, 10 January 2024
- Articles
The rise in popularity of Vanguard’s LifeStrategy 60% Equity multi-asset investment solution with advisers in 2023 challenges the myth that the old fashioned 60/40 strategy has had its day after a tough 2022, according to a new report.
Read more ...Quilter adds ex-Hargreaves Lansdown CEO to board
- Wednesday, 10 January 2024
- Articles
Financial Planner and wealth manager Quilter has appointed former Hargreaves Lansdown CEO Chris Hill as an independent non-executive director.
Read more ...TPR staff strike over pay dispute
- Wednesday, 10 January 2024
- Articles
Staff at The Pensions Regulator (TPR) are staging the first of a series of strikes today in pursuit of a long-running pay dispute.
Read more ...Derbyshire Financial Planner up for 2 awards
- Tuesday, 09 January 2024
- Articles
Derbyshire-based Chartered Financial Planner Martin Birch, a partner at Belmayne, has been shortlisted for two regional leadership awards.
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