Financial adviser network and wealth manager Tavistock has reported a reduction in new advisory business levels, influenced by its advisers’ ability to meet with clients during the Coronavirus pandemic.
Read more ...Tavistock reports drop in new business due to pandemic
- Tuesday, 09 February 2021
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Foster Denovo launches passive ESG portfolio range
- Tuesday, 09 February 2021
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National advice firm Foster Denovo has added a passive managed range of five portfolios to its Sustainable Dynamic Portfolios.
Read more ...Newsmakers: Continuum’s Martin Brown
- Tuesday, 09 February 2021
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Martin Brown, managing partner of national IFA and Financial Planning firm Continuum (Financial Services) LLP, has spoken exclusively to Financial Planning Today about opportunities this year, the challenges of business growth in a pandemic, and how he spends his spare time working as 'Bob the Builder'.
Read more ...Morrow and Whelan join PIMFA board
- Tuesday, 09 February 2021
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Openwork’s Mike Morrow and Investec’s Ciaran Whelan have joined the board of wealth manager trade body PIMFA.
Read more ...FCA launches High Court battle against DB transfer adviser
- Tuesday, 09 February 2021
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The FCA has commenced civil proceeding in the High Court against Paul Steel for providing unsuitable defined benefit pension transfer advice.
Read more ...Consumers rate gambling over financial advice
- Wednesday, 10 February 2021
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UK consumers are twice as likely to play the lottery than they are to speak to a financial adviser to try to improve their finances, according to a new study.
Read more ...New law must tackle online scams - PIMFA
- Wednesday, 10 February 2021
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Wealth manager trade body PIMFA has called on the Government to extend the remit of a new bill going through Parliament to tackle a surge in online scams.
Read more ...Charles Stanley is latest to axe VAT from MPS
- Wednesday, 10 February 2021
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Wealth Manager Charles Stanley has removed VAT from its Managed Portfolio Service (MPS) across its Dynamic Passive, Blended and Multi-manager models.
Read more ...Adviser-backed charity raises £21m for good causes
- Wednesday, 10 February 2021
- Articles

The Openwork Foundation, the charitable arm of adviser network Openwork, has marked its 40 year anniversary by revealing it has so far raised £20.8m for charity over four decades and helped more than 476,000 vulnerable people along the way.
Read more ...Investec to exit structured product market
- Wednesday, 10 February 2021
- Articles

Investec Bank will pull out of the retail structured product sector in the UK retail market from April, the company revealed today.
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