Confidence no substitute for good financial advice

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

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1 in 2 clients want property included in retirement plans

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.

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Treasury report urges FCA to tackle “greenwashing”

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”.

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AJ Bell advised customers rise 14%

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

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Fairstone acquires Dundee-based adviser

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

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Planners want better platform / back-office integration

In 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.

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FSCS declares 11 firms in default including BSPS adviser

The Financial Services Compensation Scheme (FSCS) declared 11 firms in default in March, including several wealth managers and IFA firms.

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Socium withdraws offer for Beaufort

Adviser network Socium Group has withdrawn its acquisition offer for financial advice firm Beaufort Group.

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CPI rises to 0.7%

The Consumer Prices Index (CPI) 12-month rate rose to 0.7% in the 12 months to March, up from 0.4% in February.

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Progeny acquires Scottish Financial Planner

Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.

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