Articles
Confidence no substitute for good financial advice
Written by Kat MitchellFeeling financially confident is no substitute for the benefits of financial advice, according to new research.
1 in 2 clients want property included in retirement plans
Written by Kat MitchellHalf 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.
Treasury report urges FCA to tackle “greenwashing”
Written by Kat MitchellA 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”.
Advised net inflows held steady at £0.9bn for investment platform AJ Bell for the quarter ending 31 March, as advised customers rose 14%.
Acquisitive Chartered Financial Planning firm Fairstone has acquired Dundee-based Findlay & Company Financial Services, its third acquisition this year.
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FSCS declares 11 firms in default including BSPS adviser
Written by KevinThe Financial Services Compensation Scheme (FSCS) declared 11 firms in default in March, including several wealth managers and IFA firms.
Planners want better platform / back-office integration
Written by Kat MitchellIn a special platforms report for the latest edition of Financial Planning Today Magazine, Financial Planners have called for platforms to develop better integrations with the most popular back-office systems.
Adviser network Socium Group has withdrawn its acquisition offer for financial advice firm Beaufort Group.
The Consumer Prices Index (CPI) 12-month rate rose to 0.7% in the 12 months to March, up from 0.4% in February.