Articles
Editor’s Comment: So is it all over for the robo-advisers?
Written by Kevin
I remember a few years back when I worked at another media business that we had a presentation from a senior bod about the exciting technological future awaiting the company.
Perspective Financial Group, a national Financial Planning firm and wealth manager, has appointed a new chairman following an injection of private equity funding into the company.
Despite the rise of technology the overwhelming majority of adults (75%) would prefer face to face engagement with a financial adviser, research has found.
As the Self Assessment tax deadline looms on 31 January, HMRC has issued the top 10 excuses and questionable expense claims taxpayers have tried to use for failing to meet the deadline.
Wealth manager trade body PIMFA has branded the FSCS’s budgeted levy for 2020/21 of £635m as “totally unsustainable” and says the levy must be reformed.
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Midnight on 31 December 2019 saw me enter my sixth decade of working in the pensions industry.
The FCA issued 400% more clone and scam firm warnings in 2019 than in 2015, according to a Freedom of Information request obtained by Financial Planning Today.
KBL European Private Bankers, the parent of UK private bank and Financial Planner Brown Shipley, is to rebrand as Quintet.
Defaqto launches new pension switching tool for Engage
Written by KevinData and ratings provider Defaqto has unveiled a new Pension Switching add-on for its end-to-end Financial Planning tool, Engage Core.