Editor’s Comment: So is it all over for the robo-advisers?

 

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.

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National planner Perspective recruits new chairman

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.

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75% of adults want face-to-face financial advice

 

Despite the rise of technology the overwhelming majority of adults (75%) would prefer face to face engagement with a financial adviser, research has found.  

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Top 10 tax excuses and dodgy expense claims - HMRC

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.

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PIMFA urges FCA to reform 'unsustainable' FSCS levy

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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John Moret: Pensions taxation needs fundamental reform

Midnight on 31 December 2019 saw me enter my sixth decade of working in the pensions industry.

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FCA clone firm warnings up 400% in 5 years

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.

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Brown Shipley parent firm rebrands as Quintet

KBL European Private Bankers, the parent of UK private bank and Financial Planner Brown Shipley, is to rebrand as Quintet.

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Defaqto launches new pension switching tool for Engage

Data and ratings provider Defaqto has unveiled a new Pension Switching add-on for its end-to-end Financial Planning tool, Engage Core.

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FSCS levy to soar by £87m to £635m in 2020/21

The Financial Services Compensation Scheme confirmed today that its levy for 2020/21 will soar by £87m to £635m, mainly due to surging SIPP claims.

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