An advice firm has chosen 21 year-old student Matthew Fagan to head up a scheme to train advisers in South Africa who will then serve UK clients online via video link.
Around 80,000 transfers out of defined benefit pension schemes were made in the last year, a regulator has estimated.
England’s World Cup winning rugby coach Sir Clive Woodward will headline the new Festival of Financial Planning, which has already got 1,000 delegates registered.
The Festival of Financial Planning in November will feature a “Fintech Startup Café”.
Financial advisers and planners will remain "vital" to Vanguard's future, says a senior UK executive at US fund manager Vanguard which has just launched a D2C investment service in the UK.
Asset managers are likely to be subject to a more "interventionist" approach in future, a senior executive at leading City law firm Clifford Chance has told an investment conference for Financial Planners and wealth managers today.
Financial Planning and wealth management firm Tcam Asset Management has today launched new branding, a new website and a new London office following a management buyout from Scottish-based law firm Turcan Connell.
Smith & Williamson's fund management arm is to launch an actively managed, global artificial intelligence fund in June.
Most High Net Worth individuals remain confident about their finances for the year ahead although some significant concerns are evident, according to a survey by an investment service for HNW investors.
A majority of advisers see defined benefit transfers as forming a greater part of their business in future – despite regulatory risks being ‘high’.