Around 420 delegates are expected to attend the Personal Finance Society’s latest Financial Planning Symposium conference today in Scotland (Weds 16 Nov).
A Chartered Financial Planning Group has snapped up another advisory firm.
An advisory firm has snapped up a new adviser from another Yorkshire-based company.
An Accredited Financial Planning firm has launched an academy to train planners to “never again engage in a transactional relationship with their clients”.
Inflation has fallen slightly after it jumped last month to the highest level in nearly two years.
A new study has found that more than one in ten drawdown customers regret their decision.
The Financial Conduct Authority is to cap early exit charges on existing pensions at 1% and from 31 March it will bar all early exit charges on new pensions.
SunLife has unveiled a new chief executive this afternoon.
More than a quarter of financial advisers (27%) are working longer hours compared with a year ago, some more than two hours extra each day.
Financial Planning has to win over consumers and students before it becomes seen as a profession, a former IFP chief executive has suggested.