Pete Matthew has told Financial Planning Today magazine his 11 most essential smartphone apps that planners should aim to get hold of.
Read more ...The Financial Planning firm with a beach in the office
- Wednesday, 22 March 2017
- Articles
Financial Planning Today magazine has gone inside the business built by Bestinvest’s founder John Spiers.
Read more ...Adviser: How I dealt ‘head on’ with resentful DB clients
- Wednesday, 22 March 2017
- Articles
The founder of a Lancashire adviser firm has told Financial Planning Today Magazine how she dealt ‘head on’ with two disgruntled clients.
Read more ...Latest DFM listings for Financial Planners released
- Tuesday, 21 March 2017
- Articles
The latest DFM listings for Financial Planners have been published, showcasing more than 190 discretionary propositions.
Read more ...New DFM listings for Financial Planners published
- Tuesday, 21 March 2017
- Articles
The latest DFM listings for Financial Planners have been published today, showcasing more than 190 discretionary propositions.
Read more ...Firm eyes 4 takeovers after £10m war chest built in 10 hours
- Tuesday, 21 March 2017
- Articles
Financial Planning-led investment management firm AFH Financial Group has built a £10million war chest in under ten hours to fund more takeovers.
Read more ...James Hay eyes fully fledged platform status with new hire
- Tuesday, 21 March 2017
- Articles
James Hay has hired a new Chief Operating Officer to boost service performance and help it develop into a “fully fledged platform”.
Read more ...Latest reaction as inflation leaps to highest since 2013
- Tuesday, 21 March 2017
- Articles
Inflation has leapt up to its highest level for three and a half years, reaching 2.3% in February.
Read more ...Pension experts attack Treasury's 'fair' MPAA cut
- Tuesday, 21 March 2017
- Articles
Pensions experts have condemned the Government’s decision to take the “easier route, not the right one” by forging ahead with the MPAA cut.
Read more ...Chartered planners buy three firms, adding 19 advisers
- Monday, 20 March 2017
- Articles
Chartered Financial Planning Group Fairstone has acquired another three firms and added 19 advisers.
Read more ...