Articles
Collingbourne achieves CISI Accredited Planning Firm status
Written by KevinWinchester-based Financial Planning firm Collingbourne has become the latest Financial Planning business to achieve CISI Accredited Financial Planning Firm status.
A major investor survey has revealed that many are prepared to pay a premium for active fund management but also want professional advice to help them make the most of their portfolios.
The FCA is to launch a new platform to replace Gabriel, it’s main tool for collecting data from financial adviser firms.
Moneyinfo, a client portal provider for advisers, has launched a new tool for DFMs and wealth managers to help them to meet the MIFID reporting obligations, recently identified by advisers as their biggest headache.
Mental health issues top ‘return to work’ cases for Unum
Written by KevinEmployee benefits and income protection firm Unum has revealed that more people used its ‘return to work’ support for mental health issues in 2018 than any other condition.
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New AI-based adviser aims to ‘Spotify’ Financial Planning
Written by KevinTwo entrepreneurs have launched a wealth manager called Rosecut which will use artificial intelligence and human advice to target a £3.2 trillion ‘under-serviced’ segment of middle-market investors.
Wealth manager and Financial Planner Clifton Asset Management has launched Eden Park Investment Management to provide Discretionary Fund Management to advisers.
Adviser trade association PIMFA has signed a partnership deal to offer cash savings platform Insignis to members.
The Personal Finance Society has challenged the FCA’s recent DB transfer data and has welcomed what it calls the regulator’s acknowledgement of the limitations of the data.