Thursday, 22 April 2021 10:59

Confidence no substitute for good financial advice

Written by Kat Mitchell

Feeling financially confident is no substitute for the benefits of financial advice, according to new research.

Thursday, 22 April 2021 10:00

1 in 2 clients want property included in retirement plans

Written by Kat Mitchell

Half of consumers aged 55-74 now expect any property they own to be taken into consideration by their adviser when retirement planning, according to new research.

Thursday, 22 April 2021 09:58

Treasury report urges FCA to tackle “greenwashing”

Written by Kat Mitchell

A new Treasury Committee report on the future of green finance has called on the government and the Financial Conduct Authority (FCA) to consider climate labelling for financial products to tackle “greenwashing”.

Thursday, 22 April 2021 08:24

AJ Bell advised customers rise 14%

Written by Kat Mitchell

Advised net inflows held steady at £0.9bn for investment platform AJ Bell for the quarter ending 31 March, as advised customers rose 14%.

Thursday, 22 April 2021 08:04

Fairstone acquires Dundee-based adviser

Written by Kat Mitchell

Acquisitive Chartered Financial Planning firm Fairstone has acquired Dundee-based Findlay & Company Financial Services, its third acquisition this year.

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