Robo-advice is a “tremendous asset” to planners who will all be utilising such tools in coming years, says Life Planning founder George Kinder.
The number of Fidelity’s customers using Pension Wise before contacting the company has risen to 20%.
Almost half of advisers have been encouraging their clients to invest in multi asset products in response to the current market volatility, a study suggests.
Apple’s former retail chief has been snapped up by Octopus Investments.
An IFP corporate member claims it has created a ‘best of both’ solution to the problem of annuity versus flexi-access drawdown.
Consumer champion Which? has called for the Government and FCA to step in and shake up income drawdown charges.
The proportion of ISA related complaints which were upheld by the Financial Ombudsman Service in the first quarter this financial year was lower than the trend over the last two years.
Sentiment towards Eurozone shares has plummeted in the last month, with the biggest annual decline on record reported.
A wealth manager from RBS has been hired by Tilney Bestinvest as its new director of Financial Planning.
The growing Paraplanners Powwow movement rides into the capital tomorrow for the third Powwow Down South.
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