Many Paraplanners are report writers “regurgitating information provided to them” because they don’t get given the chance to fulfil their remit, the founder of a new Paraplanning firm believes.
Read more ...'Regurgitating Paraplanners not given chance to fulfil remit'
- Tuesday, 16 August 2016
- Articles
Passives-only managed portfolio service launched by AJ Bell
- Monday, 15 August 2016
- Articles
Axe for annual tax return as digital tax system plans unveiled
- Monday, 15 August 2016
- Articles
HMRC has revealed plans this morning for a ‘digital tax system’ that will mean the annual tax return as we know it will be abolished by 2020.
Read more ...Financial Planning firm allies with discretionary investment manager
- Monday, 15 August 2016
- Articles
A Financial Planning business has struck an alliance deal with a discretionary investment management firm.
Read more ...Lock in the Brexit bounce, advisers tell savers
- Monday, 15 August 2016
- Articles
Advisers are focusing on locking in the so-called Brexit bounce for retirement savers, amid concerns that stock markets could be heading for a significant correction this year, a poll suggests.
Read more ...Pension freedoms amnesia: Some to run out of money too fast
- Monday, 15 August 2016
- Articles
Pension freedoms amnesia: Some to run out of money too fast
A minority of pension holders appear to have forgotten why they saved in the first place, an analyst says, after new data showed they might run out of money in less than a decade.
Read more ...Rory Percival to leave FCA and set up consultancy
- Friday, 12 August 2016
- Articles
Rory Percival, the FCA technical specialist, is leaving the regulator, it was revealed this afternoon.
Read more ...Planners hail Rory Percival's insight as he exits FCA
- Friday, 12 August 2016
- Articles
Leading figures from the Financial Planning sector have hailed the work of the FCA’s Rory Percival after he announced he is to quit his job at the regulator.
Read more ...4 in 10 Financial Planners weigh up robo-advice move
- Friday, 12 August 2016
- Articles
Nearly four in ten Financial Planning professionals could be entering the robo-adviser market in the next 12 months, Financial Planning Today’s research suggests.
Read more ...Bouncebackability: Brexit blues banished by booming confidence
- Friday, 12 August 2016
- Articles
Investor confidence has rebounded from the Brexit blues, according to Hargreaves Lansdown, with a 19% jump having been recorded.
Read more ...