A TAX expert is braced for a ‘Scrooge’ style Autumn Statement, with little festive cheer despite the imminently arriving Yuletide season.
Financial Planning needs to be made more ‘sexy’ to entice more young people into the profession.
A former business adviser has been given a newly created role at the Tax Incentivised Savings Association to enhance its retirement policy and technical team.
Expectations among workers that they will retire roughly four years younger than their State Pension age are unrealistic, a report has warned.
A former IFP director has landed a new role following the completion of the merger with the CISI.
The FCA has revealed that the number of financial advisers has risen by over 1,000 since last year.
There has been an upward trend in large scale philanthropy, with the highest number of donations of £1m or more recorded since 2008, a report has found.
A dad and daughter double act have explained how they work successfully in tandem at an advice firm after both becoming business award finalists.
A Certified Financial Planner says he has “completed the circle” after adding Chartered Wealth Manager to his list of titles.
Consumers working with a Certified Financial Planner were more confident about achieving their financial goals than those with an adviser, a global study of over 19,000 people found.