Paul Pettit, the managing director of adviser fintech firm Origo, is to retire in February after 28 years with the firm and the hunt is on for his replacement.
Nearly seven in ten asset manager firms failed to provide the underlying fund costs to a prospective new client in initial discussions, a mystery shopping style probe found.
Commercial property has come out on top in a 14 year asset class comparison.
Financial adviser delegates have identified the biggest threats to their businesses as being large product providers going direct to clients and robo advice.
The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.
St. James’s Place has hired a former Towry and Prudential Chartered Financial Planner as head of business for its academy in Manchester.
Bedford-based financial adviser firm Total Wealth Solutions is being voluntarily wound up after the firm had a complaint upheld against it by the Financial Ombudsman Service over pension transfer advice to move a client's money to a fund linked to a Brazilian rainforest scheme.
Financial Planning business Tilney has added another Chartered Financial Planner to its ranks as its hiring spree continues.
A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.
A DFM aiming to challenge rival firms whose services are reserved “only for the very wealthy” is set to launch a £51.6 million initial public offering.