A Discretionary Fund Manager has said to sorry to clients after they were sent bogus emails as a result of a cyber attack.
Read more ...Zurich: Why we are cutting 240 jobs
- Friday, 20 January 2017
- Articles

Zurich says plans to axe 240 jobs are necessary to make it “sustainable in a highly competitive market”.
Read more ...Wealthy snubbing IHT advice and estate planning tools
- Friday, 20 January 2017
- Articles

Nearly three quarters of wealthy Brits have been ignoring basic estate planning tools, a report has suggested.
Read more ...Chartered Financial Planner expands his training academy
- Thursday, 19 January 2017
- Articles

A Chartered Financial Planner is expanding a training academy for planners that he launched last year.
Read more ...Financial Planning Today magazine issue 4 out now
- Thursday, 19 January 2017
- Articles

The fourth issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online and available first to our email newsletter subscribers.
Read more ...Over 6 million may have lost pensions, says report
- Thursday, 19 January 2017
- Articles

More than one in five people with multiple pensions has lost track of one or all of them.
Read more ...PFS: Taping client phone calls may protect advisers
- Thursday, 19 January 2017
- Articles

Recording telephone calls with clients may provide greater protection for advisers if a dispute or complaint arises, the Personal Finance Society says.
Read more ...Two IFA firms bought in combined £1m deal
- Thursday, 19 January 2017
- Articles

Two adviser firms have been bought by a wealth manager for more than a combined £1m.
Read more ...Ex-Financial Planning chief Nick Cann to run race despite stroke
- Wednesday, 18 January 2017
- Articles

A former Financial Planning chief who suffered a stroke is set to take part in a running race despite his physical difficulties.
Read more ...Ex-Institute of Financial Planning chief Nick Cann completes race despite stroke
- Wednesday, 18 January 2017
- Articles

A former Financial Planning chief who suffered a stroke has completed a 5km foot race despite his physical difficulties.
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