Cost cutting helped Mattioli Woods maintain modest profit growth over the past 12 months in the face of market challenges.
Read more ...Fairstone boosts client numbers by 16% to 57,000
- Tuesday, 03 September 2019
- Articles

Financial Planner and wealth manager Fairstone Group, which includes one of the UK’s largest Chartered Financial Planning firms, has seen total client numbers over the past year rise by 16% to 57,000.
Read more ...LEBC pulls DB transfers after FCA review
- Tuesday, 03 September 2019
- Articles

National retirement adviser LEBC has given up its DB transfer permissions following an FCA review.
Read more ...NS&I culls 2 bonds from general sale and cuts rates
- Tuesday, 03 September 2019
- Articles

NS&I has withdrawn its current 1-year and 3-year issues of its Guaranteed Growth Bonds and Guaranteed Income Bonds.
Read more ...CISI reveals first 3 to pass new Financial Planning exam
- Tuesday, 03 September 2019
- Articles

The Chartered Institute for Securities & Investment, the body which awards the Certified Financial Planner qualification, has announced the first three people to pass its new-style Level 6 exam in Advanced Financial Planning.
Read more ...Wealth chief execs say regulation is main headache
- Monday, 02 September 2019
- Articles

Regulatory issues and compliance are the main headaches for CEOs working in financial advice and wealth management, according to a survey by trade body PIMFA.
Read more ...Thousands set to attend annual planner conferences
- Monday, 02 September 2019
- Articles

Over the next 10 weeks more than 2,000 Financial Planners, Paraplanners and Wealth Managers will be attending the annual conferences of the two main professional bodies for planners, the Personal Finance Society and the Chartered Institute for Securities & Investment.
Read more ...132,000 sign up to Govt’s Help to Save scheme
- Monday, 02 September 2019
- Articles

New statistics have revealed more than 132,000 Help to Save account holders are eligible for bonuses totalling £14m.
Read more ...CashCalc axes Transfer Value Comparator tool
- Friday, 30 August 2019
- Articles

Cashflow planning software firm CashCalc has revealed it is to withdraw its Transfer Value Comparator (TVC) tool from its available suite of tools.
Read more ...BlackRock opts for Dynamic Planner fintech for portfolios
- Friday, 30 August 2019
- Articles

BlackRock has selected Dynamic Planner to risk profile its MyMap portfolios.
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