The estimated 1.8 million British expats living in the EU should consider reviewing their personal financial strategies as ‘no-deal’ Brexit looks increasingly likely, the deVere Group has warned.
Walker Crips, which has a Financial Planning arm, has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform, enabling advisers to assess the long-term investment risks associated with the portfolios against their clients’ risk profiles.
PIMFA, the trade body formed by a merger of APFA and the Wealth Management Association, is to relaunch the popular annual Financial Adviser dinners organised by APFA.
Despite concerns about the UK’s finances, 66% of consumers say they are confident about their own personal finances.
Financial Planner and wealth manager Saunderson House was adversely affected by the sell-off plans of its parent group IFG which abandoned its sale of Saunderson House earlier in the year.
Independent market researchers Plimsoll Analysis has given the IFA firm sector a mixed bill of health with a warning that 327 firms are in danger of failure.
Thesis Asset Management has appointed Lawrence Cook and Giles Marriage to its board of directors as it completes a series of management changes.
Wealth manager and Financial Planner Quilter Cheviot is to launch its first roadshows dedicated to Paraplanners.
Advisory group deVere’s chief executive has countered claims by ‘Wolf of Wall Street’ Jordan Belfort that Bitcoin is ‘a scam’.
The time has come to reform pensions tax relief to encourage more to save.