Articles
Free Prize Draw with our Annual Financial Planning Survey
Written by KevinOur 2022 Financial Planning Profession Annual Survey is now open and gives Financial Planners, Paraplanners and Wealth Managers a unique chance to share their views about the profession and potentially win a £50 M&S gift voucher - with 5 to win in the next few weeks.
A new consumer finance survey carried out this month suggests that 32% of people have cut back on saving due to the cost of living crisis.
Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service.
Fraudster Timothy Schools, 61, who was behind a collapsed £100m investment scheme used to fund his luxury lifestyle and network of 'no fee, no win' law firms, has been sentenced to 14 years in prison at Southwark Crown Court today.
Just 1 in 10 advisers would consider crypto investing
Written by Kat MitchellOver nine in ten IFAs would avoid recommending investing in cryptocurrency to their clients, according to a new report.
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Larry Barreto has pleaded guilty to two counts of carrying on regulated activities without authorisation.
Most financial professionals 'uncomfortable' about banter
Written by Kat MitchellThe majority (97%) of financial services workers have been made to feel uncomfortable by unwelcome banter at some time during their career, according to a new report.
Fast growing Leeds-based Financial Planning and professional services group Progeny welcomed nine students to its first summer personal finance school held last week for 16-to-18 year olds.
M&G hit by £21bn asset drop but wealth flows rise
Written by Kat MitchellFund manager and wealth manager M&G has reported a £21.1bn drop in assets under management and administration to £348.9bn for the first half of 2022.