DFM, wealth manager and Chartered Financial Planner Brooks Macdonald has promoted Edward Park to Chief Investment Officer from 1 October 2020.
Behavioural insights should propel Financial Planning firms forward as the advice process continues to evolve, according to a new white paper.
Fast-growing Financial Planner Perspective Financial Group has donated a substantial amount of IT equipment to help disadvantaged pupils with their education during the Coronavirus pandemic.
The Financial Conduct Authority (FCA) has launched a consultation on its approach to the regulation of international firms operating in the UK as it considers its post-Brexit approach.
The Treasury has cancelled the Autumn Budget in order to focus on the shorter-term response to the economic hardships caused by the Coronavirus pandemic.
Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.
Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.
Specialist UK Professional Indemnity insurance firm Inperio is to launch a new PI product for independent financial advisers in the UK.
Only 6% of women engage with their Financial Planner every month compared to 12% of men, according to new research.
Defined benefit pension scheme members could still be waiting to receive payments as much as £25,000 following the Guaranteed Minimum Pensions (GMP) Equalisations judgement in October 2018, according to a pensions consultancy.
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