AFH, the rapidly growing Financial Planning and wealth management group led by Chartered Financial Planner Alan Hudson, has reported full year revenues up 39% to £33.6m and profits after tax up 83% to £3.1m in its latest financial year.

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Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.

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The removal of an amendment making pensions auto guidance compulsory under new legislation has been welcomed by a pension provider.

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Actuarial consultancy AKG has warned advisers to remain vigilant to safeguard clients with investments in with profits funds.

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The CISI is to move its annual Financial Planning Conference - one of the biggest events in the Financial Planning calendar - to Birmingham after nearly 10 years at the 5 Star Celtic Manor Resort in South Wales.

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The CISI Annual Financial Planning Conference 2018 will take place this year at the Hilton Birmingham Metropole at the NEC on 1 and 2 October under the theme of 'Changing Lives.'

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The FCA has today fined Interactive Brokers (UK) (IBUK) £1,049,412 for failing to identify suspicious transactions in its post-trade systems and controls from February 2014 to February 2015.

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HM Revenue and Customs has put a stop to thousands of scam text messages from reaching phones, it says.

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The Investment Association, the fund managers’ trade body, is calling for an early review of the Key Information document (KID) following the FCA’s statement yesterday about product performance scenarios.

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Thursday, 25 January 2018
Articles

Wealth management group St James's Place has reported record new business inflows and funds under management for the 12 months ended 31 December 2017.

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