Articles

Winchester-based Financial Planning firm Collingbourne has become the latest Financial Planning business to achieve CISI Accredited Financial Planning Firm status.

Tuesday, 16 July 2019 11:58

Investors want active funds and advice - survey

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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.

Tuesday, 16 July 2019 10:29

FCA set to replace Gabriel returns platform

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The FCA is to launch a new platform to replace Gabriel, it’s main tool for collecting data from financial adviser firms.

Tuesday, 16 July 2019 09:12

MiFID II support tool for wealth managers unveiled

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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.

Employee 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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