The Personal Finance Society – currently embroiled in a major dispute with parent body the CII – is to carry out a live online consultation with members on Friday.
Read more ...Chartered Planner acquires London Planning firm
- Tuesday, 17 January 2023
- Articles

Expanding Chartered Planner HFMC Wealth has acquired central London-based Chartered Planner R&S Financial Planning.
Read more ...Scammer who conned elderly gets 4 extra years in prison
- Tuesday, 17 January 2023
- Articles

Fraudster Michael Nascimento, who helped scam £2.8m from elderly and vulnerable people, has been sentenced to an additional almost four years in prison for failing to pay a confiscation order against him.
Read more ...Transact sees total funds drop by over £2bn
- Tuesday, 17 January 2023
- Articles

Platform Transact saw funds under direction drop in the latest quarter by £2bn compared to the same period a year earlier, according to quarterly figures out today.
Read more ...M&G AM hires Natixis exec as new CEO
- Tuesday, 17 January 2023
- Articles

M&G has appointed senior Natixis exec Joseph Pinto as the next CEO of M&G Asset Management.
Read more ...SJP uncovers regional pension splitting disparities
- Monday, 16 January 2023
- Articles

A study for wealth manager St James’s Place has revealed major regional differences in pension sharing on divorce, some of which could negatively affect women.
Read more ...Investors return to funds for second month
- Monday, 16 January 2023
- Articles

UK investors pumped £389m into retail funds in November but it was only the second month of positive net retail inflows in 2022.
Read more ...CII pilots revamp to Financial Planning assessment
- Monday, 16 January 2023
- Articles

The Chartered Insurance Institute is piloting a partial revamp of the R06 Financial Planning Practice unit exam.
Read more ...Chartered Planner expands with new office
- Monday, 16 January 2023
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Expanding Chartered Financial Planner and wealth manager Advanta Wealth has opened a new office in Dundee as part of its growth plans.
Read more ...Experts urge caution over surprise 0.1% GDP rise
- Friday, 13 January 2023
- Articles

Latest government figures out today which show a rise in GDP of 0.1% should be treated with caution, investment experts say.
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