Over half (52%) of financial advice clients reported feeling slightly bullish or bullish, compared to 19% a year ago, according to a new survey.
Read more ...Tilney hires two for IFA business from Quilter Cheviot
- Thursday, 29 July 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson has hired two senior business development managers from Quilter Cheviot to boost its ambition as a partner for IFAs.
Read more ...FCA to change decision-making process
- Thursday, 29 July 2021
- Articles

The Financial Conduct Authority (FCA) has proposed changes it its decision-making process to enable it to make faster decisions.
Read more ...Investment adviser revenue falls 1% in 2020
- Thursday, 29 July 2021
- Articles

Reported total revenue earning from retail investment intermediation fell by 1% to just under £4.4bn according to data drawn from the FCA’s retail mediation activities return (RMAR) for 2020.
Read more ...Private equity firm eyes up Iress
- Thursday, 29 July 2021
- Articles

Private equity firm EQT Fund Management has made a second approach towards an acquisition deal with Australian fintech Iress.
Read more ...CISI gets permission to award Planners top designation
- Friday, 30 July 2021
- Articles

The Queen has approved a recommendation by the Privy Council that the CISI can use the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.
Read more ...Continnuum reports 56% growth in profit
- Friday, 30 July 2021
- Articles

Plymouth-based Financial Planning firm Continuum has reported a 56% growth in gross profits (year on year) for the first half of 2021.
Read more ...Jupiter AUM hits record high despite rise in outflows
- Friday, 30 July 2021
- Articles

Assets under management for fund manager Jupiter Fund Management hit a record £60.3m, despite an increase in net outflows to £2.3bn (H1 2020: £2bn outflows).
Read more ...Financial Planners return to client meetings
- Friday, 30 July 2021
- Articles

Over two thirds (68%) of Financial Planners have resumed fact to face meetings with clients, according to a new survey.
Read more ...Planners expect remote working to continue
- Friday, 30 July 2021
- Articles

The majority of Financial Planners expect some degree of remote working to continue over the next 12 months, according to our annual survey.
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