New research has shown that two in five individuals are put off accessing financial advice because they think they have too little money to be of interest to Financial Planners.
The FCA has taken action to stop four Cypriot investment firms that used unauthorised celebrity endorsements from continuing to offer high risk contracts for difference (CFDs) to UK investors after a number of customers lost more than £100,000 to the schemes.
The professional services consultancy Barnett Waddingham has appointed nine new partners across actuarial consulting, investment consulting, pension administration and IT.
An investor behaviour project has revealed how 'emotional wellbeing' in difficult investment periods differs between those with a Financial Planner and those without.
Growing Financial Planning firm Independent Wealth Planners (IWP) has appointed Chartered Financial Planner Wes Nixon FPFS to lead its Cornish hub as the firm plans further acquisitions to expand the regional hub.
Schroders’ Financial Planning joint venture with Lloyds Bank - which turns one year old this month - has been prioritising vulnerable clients as it moves to full remote client meetings during the Covid-19 lockdown.
Financial advisers regard their 'soft skills' as the most valuable element of their service to clients, a new survey has revealed.
Fast-growing Financial Planning firm AFH says it is confident demand for Financial Planning advice will increase later this year despite seeing a £400,000 drop in Financial Planning fees due to the impact of the Coronavirus, the company reported today.
Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.
The Financial Conduct Authority has named the eight insurers who have agreed to take part in a test case to clarify business interruption insurance.