Wealth manager Brewin Dolphin has reported a 25.7% rise in Financial Planning income in a buoyant set of full year results out today.
Read more ...SJP exec joins Blackfinch Group as COO
- Wednesday, 24 November 2021
- Articles

Investment specialist Blackfinch Group has expanded its senior leadership team by hiring former St James’s Place executive director Caroline Hallatt as its new Chief Operating Officer (COO).
Read more ...2 Planner firms first to sign as Openwork 'major partners'
- Wednesday, 24 November 2021
- Articles

Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms.
Read more ...Quilter sells Lighthouse advice arm
- Thursday, 25 November 2021
- Articles

Quilter Financial Planning has sold the advice arm of the Lighthouse Group.
Read more ...Planners on health benefits of regular planning
- Thursday, 25 November 2021
- Articles

Regular Financial Planning has been linked to improved mental and physical health by a new study but what do planners think?
Read more ...Exclusive: Help us reshape PFS urges CII chair
- Thursday, 25 November 2021
- Articles

Chartered Insurance Institute chair Helen Phillips has urged members to take part in one of the professional body’s biggest consultation initiatives in its history.
Read more ...FCA must be 'more nimble and innovative' - minister
- Thursday, 25 November 2021
- Articles

The economic secretary to the Treasury has said the FCA must transform into a “more nimble and innovative” regulator.
Read more ...Moneyfarm launches digital wealth tool for advisers
- Thursday, 25 November 2021
- Articles

Digital wealth manager Moneyfarm has launched a solution for UK advisers.
Read more ...Former IFP President pens book on wealth transfer
- Thursday, 25 November 2021
- Articles

Longstanding Financial Planner Marlene Outrim is to publish a new book on intergenerational wealth transfer.
Read more ...FCA proposes default investment option for all pensions
- Thursday, 25 November 2021
- Articles

The Financial Conduct Authority has proposed that firms offer a default investment option to non-workplace pension clients.
Read more ...