Risk profiling software provider FinaMetrica is offering young Financial Planners and Paraplanners a chance to attend the prestigious Financial Planning Institute Annual Conference in South Africa.
Despite a bumpy ride for the FTSE 100 recently, more than one in four financial advisers believes that UK equities will generate the best returns for their clients over a three to five year period, according to new research.
Financial tech provider Iress is to launch what is calls “next-generation digital tools” through its XPLAN service from early 2018.
Parmenion, the adviser platform and investment service, has told users that there will be no change to the way it operates despite the merger this week between its parent company Aberdeen Asset Management and Standard Life.
A protection study by Aviva has uncovered that nearly one in three (31%) UK adults have had to take leave from work due to ill health, a cancer diagnosis or death in the family and 77% of these people (12.3m consumers) have seen their finances hit as a consequence.