Pensions firm Xafinity is to float on the Stock Exchange with the aim of enhancing its public profile with existing and potential clients.
Read more ...Xafinity aims to improve profile with Stock Exchange float
- Tuesday, 14 February 2017
- Articles
CISI membership grows from 8,000 to 40,000 in 25 years
- Monday, 13 February 2017
- Articles
The CISI has celebrated 25 years since it was launched, growing from 8,000 members to 40,000 worldwide.
Read more ...Risk profile tool provider reveals new upgrades
- Monday, 13 February 2017
- Articles
Study casts doubts over drawdown rule of thumb
- Monday, 13 February 2017
- Articles
New research has cast doubts over historic rules of thumb designed to help those in drawdown determine a ‘sustainable’ retirement income level.
Read more ...Treasury told: New body must improve referrals to advisers
- Monday, 13 February 2017
- Articles
The replacement for the Money Advice Service must have a better referral system towards professional advisers.
Read more ...10,000 strong study shows major confusion over ISAs
- Friday, 10 February 2017
- Articles
Confusion reigns about ISA rules among the over 50s, according to a study of 10,000, with many mistakenly thinking they could get a LISA when it comes available.
Read more ...Discretionary manager to cut platform fees
- Friday, 10 February 2017
- Articles
A discretionary investment manager has revealed it will cut its platform fees.
Read more ...Money Advice Service wants to link with Financial Planners
- Friday, 10 February 2017
- Articles
The Money Advice Service wants to link up with Financial Planners and develop a closer working relationship, chief executive Caroline Rookes says, as she stressed their goals are more aligned than they might think.
Read more ...Chartered planners hire ex-sports pro who ran wealth firm
- Friday, 10 February 2017
- Articles
A Chartered Financial Planning firm has snapped up a former sportsman who began his own wealth management company.
Read more ...Sick days slashed and big weight loss for advice firm's staff
- Friday, 10 February 2017
- Articles
An advice firm says a staff health programme has cut sickness absence by a third, leading to one employee shedding three stone in weight and running half-marathons.
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