Articles
Risk calculator to help advisers discuss clients’ mortality
Written by KevinFinancial provider VitalityLife has launched a risk tool which it believe will help financial advisers discuss with clients the possibility of dying before retirement.
AJ Bell urges cash sum disclosure of platform charges
Written by KevinPlatform and SIPP firm AJ Bell has called for annual platform charges to be disclosed in pounds and pence.
Budd finds new role at Tilney HNW Financial Planning team
Written by KevinUK wealth manager and Financial Planning group Tilney has appointed Duncan Budd as a Financial Planner for its City office.
Manchester firm hires Chartered Planner to expand team
Written by KevinManchester-based Pareto Financial Planning has boosted its team of advisers with the appointment a new Chartered Financial Planner.
AFH, the rapidly growing wealth manager founded and run by a Chartered Financial Planner, has made its 14th acquisition of 2018, expanding the group’s presence in Wiltshire and the South.
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Advice firm CEO gets reduced £60k fine as FSCS faces £106m bill
Written by Kevin
The FCA has imposed a reduced fine of £60,000 on Alistair Rae Burns and made an order banning him from performing any senior management function in financial services.
Adviser network operator Sesame Bankhall has made a number of senior management changes which will see Mark Graves, managing director at Sesame Network and PMS Mortgage Club, exit the business.
ABI report reveals “motherhood penalty” is holding back women
Written by KevinA new independent report commissioned by the Association of British Insurers has urged the dismantling the barriers to women moving up to senior roles in the insurance and long term savings sectors.
Advisers spend less than 5 hours 30 mins a week on Financial Planning
Written by KevinFinancial advisers spend nearly five hours a week on “unnecessary” tasks, according to a study of how advisers use their working week.