Dynamic Planner has unveiled its new risk profiling process aimed at helping Financial Planners address Mifid II requirements on suitability.
Read more ...Risk tool to help planners with new suitability rules
- Friday, 02 February 2018
- Articles

Chartered Planner: 1.8m may get Power of Attorney refund
- Friday, 02 February 2018
- Articles

A Chartered Financial Planner has discovered that 1.8m people are eligible for a refund from the Ministry of Justice for registering Powers of Attorney.
Read more ...Advice firm lands veteran investment expert Bentley
- Monday, 05 February 2018
- Articles

Adviser firm Ascot Lloyd has appointed veteran investment consultant Graham Bentley as investment committee chairman.
Read more ...AJ Bell cuts managed portfolio fee by 40%
- Monday, 05 February 2018
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AJ Bell has announced a 40% cut to management fees on its Managed Portfolio Service.
Read more ...Biggest equity fund flop culprits revealed
- Monday, 05 February 2018
- Articles

The biggest equity fund flops of the past six months have been revealed, with Aberdeen topping the league of shame.
Read more ...Pension confusion spurs rush to property
- Monday, 05 February 2018
- Articles

Misunderstanding over pension benefits is spurring a rush to property, an ex-Pensions Minister has suggested.
Read more ...BSPS Report: regulator stressed value of financial advice
- Tuesday, 06 February 2018
- Articles

British Steel Pension Scheme trustees were urged to discuss “the importance of obtaining independent financial advice” with members, amid a major restructuring of the scheme, a report has revealed.
Read more ...Mattioli Woods reports revenue up 16.9%
- Tuesday, 06 February 2018
- Articles

Wealth manager and SIPP provider Mattioli Woods has reported revenue up 16.9% to £28.4m (H1.2017: £24.3m) in the six months ended 30 November 2017.
Read more ...FCA CEO: Why EU will strike deal with us
- Tuesday, 06 February 2018
- Articles

The FCA’s chief executive Andrew Bailey has told City leaders why he believes the EU will strike a financial services deal with the UK.
Read more ...Wealth manager snaps up Google startup founder
- Tuesday, 06 February 2018
- Articles

Sanlam UK has snapped up David Mason, founder of two fintech start-ups based in the Google TechHub campus.
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