The Chartered Insurance Institute, parent organisation of The Personal Finance Society, has awarded 33 prizes for performance in its exams during 2022.
Read more ...FE Fundinfo acquires fee fintech Adjuto
- Thursday, 21 September 2023
- Articles

Fintech and investment data provider FE Fundinfo has acquired the French fee fintech firm Adjuto.
Read more ...1 in 5 adviser firms set to 'rationalise' tech stack
- Thursday, 21 September 2023
- Articles

Consumer Duty pressure will spur one in five adviser firms to change or ditch some of their tech tools in the next 12 months, a new report predicts.
Read more ...BW takes on record 85 apprentices and graduates
- Thursday, 21 September 2023
- Articles

Expanding pension consultancy Barnett Waddingham (BW) is recruiting a record 85 apprentices and graduates this year.
Read more ...Surprise as Bank holds base rate at 5.25%
- Thursday, 21 September 2023
- Articles

The Bank of England today held its base rate at 5.25% following an unexpected dip in inflation yesterday.
Read more ...£1bn Rathbones and Investec Wealth merger completes
- Thursday, 21 September 2023
- Articles

The near £1bn merger between wealth managers Rathbones and Investec Wealth & Investment has completed this morning.
Read more ...Planners react as IHT receipts rise £300m
- Thursday, 21 September 2023
- Articles

Inheritance Tax Receipts increased £300m year-on-year to £3.2bn in the five months from April to August, according to the latest data released today by HMRC.
Read more ...Pensions Dashboard partnership to ultimately reach 12m
- Monday, 25 September 2023
- Articles

Pensions provider Standard Life has teamed up with fintech Moneyhub to develop a commercial Pensions Dashboard.
Read more ...Editor’s Comment: What clients really want
- Friday, 22 September 2023
- Articles

It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.
Read more ...Lords approval moves Online Safety Bill a step closer
- Friday, 22 September 2023
- Articles
