Financial Planning firms have reported being ‘inundated’ with a ‘whole spectrum’ of different potential clients during Financial Planning Week which ran throughout last week.
Advisers says DFMs are failing in many key areas in a highly critical assessment of their performance.
Advisers have revealed which DFMs they like and use the most.
A software firm for advisers has warned about 10% of its users are “exposed to a plethora of cyber risks”.
Cheshire-based Clarion Wealth Planning, a firm of Chartered Financial Planners, has continued its expansion with the appointment of experienced Financial Planner Sam Petts.
A new online resource has been launched to help advisers through the ‘minefield’ of due diligence on platforms.
Standard Life’s Financial Planning arm 1825 has expanded its team by snapping up a St James Place boss and says it is unaffected by the group merger with Aberdeen.
The Pensions Regulator has begun a name and shame operation to show which companies are failing to comply with auto-enrolment.
Nucleus has pledged to inject more money into its platform technology, as it announced profits had soared.
An advisory business has promoted two managing directors in the wake of the death of its chief executive and founder Simon Chamberlain.
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