Less than half of UK advisers (43%) said they are confident about their business’ prospects over the next twelve months, according to a new white paper.
Read more ...Financial Planner receives MBE
- Thursday, 07 January 2021
- Articles

John Stevenson, managing director of Manchester-based Pareto Financial Planning, has been recognised for his support of cancer charities with an MBE in the Queen’s New Year Honours list.
Read more ...Brooks Macdonald removes VAT from MPS offering
- Thursday, 07 January 2021
- Articles

Brooks Macdonald has stopped applying VAT on the group’s managed portfolio service (MPS) from 1 January 2021.
Read more ...Retail fund sales reach record monthly high
- Thursday, 07 January 2021
- Articles

Net retail fund sales reached a record monthly high of £8.3bn in November 2020, beating the previous record of £5.7bn set in September 2017, according to the latest data from the Investment Association.
Read more ...Mattioli Woods client assets reach £10bn
- Thursday, 07 January 2021
- Articles

Wealth manager, pensions and employee benefits firm Mattioli Woods’s total client assets have hit a milestone £10bn, according to its most recent trading update.
Read more ...Financial Planners unphased by lockdown 3.0
- Friday, 08 January 2021
- Articles

Financial Planners have told Financial Planning Today that they are unphased by the latest round of lockdowns throughout the UK.
Read more ...Dynamic Planner launches virtual conference
- Friday, 08 January 2021
- Articles

Dynamic Planner has announced its ninth annual conference will be delivered virtually on 10 March, as the Coronavirus pandemic looks likely to put a dampener on the 2021 conference season.
Read more ...FNZ to challenge CMA sell off order
- Friday, 08 January 2021
- Articles

Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.
Read more ...Takeover target Nucleus reports assets up 8.1%
- Friday, 08 January 2021
- Articles

AIM-listed adviser platform Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.
Read more ...Third of UK children concerned about retirement
- Friday, 08 January 2021
- Articles

Nearly a third of schoolchildren are concerned about saving enough for retirement, according to a new survey of young people.
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