Financial Planners will be able to compare over 530 ETFs from UK providers within the Investment Association’s sectors from Monday.
Read more ...Charles Stanley Planning revenues up despite overall dip
- Thursday, 15 April 2021
- Articles

Wealth Manager Charles Stanley has reported a 13% rise in Financial Planning revenues for the year ending 31 March although overall revenues dipped by 1%.
Read more ...Quilter urges PM to tackle investment scams
- Thursday, 15 April 2021
- Articles

Wealth manager and Financial Planner Quilter has written to the Prime Minister and the Minister for Digital and Culture calling on the government to include scams and other financial harms within the scope of the upcoming Online Safety Bill.
Read more ...Planners optimistic despite ongoing pandemic disruption
- Thursday, 15 April 2021
- Articles

Six in ten Financial Planners expect to see an increase in assets under advice despite over half seeing their firms’ growth plans disrupted by the Coronavirus pandemic, according to new research.
Read more ...Bamford Media relaunches after cuts in staff
- Wednesday, 14 April 2021
- Articles

Bamford Media, the company set up by leading Financial Planner Martin Bamford four years ago, has relaunched with a new name after the pandemic forced the business to make staff redundant and close its office.
Read more ...DB transfer values rebound in March
- Wednesday, 14 April 2021
- Articles

DB pension transfer values recovered in March after dipping in February, according to the monthly XPS Transfer Watch.
Read more ...Waverton buys 2 office Scottish Financial Planner
- Wednesday, 14 April 2021
- Articles

London-based Waverton Investment Management Group has expanded its Financial Planning interests with the acquisition today of Scottish wealth manager and Financial Planner Cornerstone Asset Management.
Read more ...Platform Praemium opens Scottish fintech hub
- Tuesday, 13 April 2021
- Articles

Platform provider Praemium has opened an office in the Scottish Centre of Fintech Excellence in Edinburgh as part of international expansion plans.
Read more ...Fidelius and deVere launch joint UK planning venture
- Tuesday, 13 April 2021
- Articles

International wealth manager deVere Group has set up a “strategic partnership” with UK Financial Planner Fidelius Group to serve expats returning to the UK.
Read more ...FSCS says most clients of failed DFM have been paid back
- Tuesday, 13 April 2021
- Articles

Most of the 11,500 former clients of failed wealth manager and DFM provider Reyker Securities plc have got their money back after intervention by the Financial Services Compensation Scheme.
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