One in five (21%) financial advisers plan to make changes to their investment propositions in 2023, according to a new report.
Read more ...Nitu Mehra: Why I started an outsourced Paraplanning firm
- Tuesday, 20 December 2022
- Articles

In an exclusive column for the latest issue of Financial Planning Today Magazine, Nitu Mehra, founder of i-Paraplan, talks about the reasons she decided to launch her own business.
Read more ...Tavistock Financial Planning profits rise 56%
- Tuesday, 20 December 2022
- Articles

The contribution to EBITDA from Financial Planning firm Tavistock’s advisory business rose 56% year-on-year to £1.4m for the six months ended 30 September.
Read more ...TSB fined £48.65m for 'operational failures'
- Tuesday, 20 December 2022
- Articles

TSB Bank has been fined £48.65m by the FCA and PRA for "operational failures" that led to customers being unable to access banking services.
Read more ...Budget 2023 set for 15 March
- Monday, 19 December 2022
- Articles

The next Budget will take place on Wednesday 15 March, the Treasury said today.
Read more ...Attivo adds 2 directors to boost growth plans
- Monday, 19 December 2022
- Articles

Chartered Financial Planning firm Attivo has appointed two new directors to boost growth for the firm in 2023.
Read more ...Cost of living crisis driving over 50s back to work
- Monday, 19 December 2022
- Articles

Rising bills due to the cost-of-living crisis is the main factor driving retirees over 50 back to work, according to new data from the Office for National Statistics published today.
Read more ...1 in 5 investors dip into investments to help family
- Monday, 19 December 2022
- Articles

One in five (19%) investors on the AJ Bell platform plan to use money from their ISA, pension or investment account to help family members battle the rising cost of living.
Read more ...3 in 4 Planners report client numbers growing
- Monday, 19 December 2022
- Articles

Three in four Financial Planners are serving more clients than they were three years ago.
Read more ...2 advice firms declared in default by FSCS
- Monday, 19 December 2022
- Articles

Two failed advice firms have been declared in default by the FSCS, opening the door to compensation claims.
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