Financial Planner and accountancy firm Old Mill has acquired Ilminster-based financial outsourcing firm Brook Financial as part of a long term drive to expand in the South West.
Read more ...Vanguard launches LifeStrategy model portfolio range
- Monday, 06 June 2022
- Articles

Fund manager Vanguard has today launched two model portfolio ranges called Vanguard LifeStrategy MPS Classic and Vanguard LifeStrategy MPS Global with ‘all-in’ costs between 0.21% and 0.33%.
Read more ...TPR's CEO Charles Counsell to step down
- Monday, 06 June 2022
- Articles

The CEO of The Pensions Regulator, Charles Counsell, is to step down in 2023 after deciding not to seek a second term.
Read more ...Pareto Financial Planning reports 22% rise in turnover
- Monday, 06 June 2022
- Articles

Expanding Manchester-based firm Pareto Financial Planning has reported turnover up by 22% over the past year and total assets under management topping £1 billion for the first time.
Read more ...ISAs spur £553m bounceback in fund sales
- Monday, 06 June 2022
- Articles

Investors pumped in £553 million into funds in April after pulling out £3.5 billion in March, according to latest figures out today from the fund managers’ trade body the Investment Association.
Read more ...FPSB urges tougher regulation for ‘finfluencers’
- Monday, 06 June 2022
- Articles

The FPSB, the global standards setting body for Certified Financial Planners, has urged regulators to get tougher on social media ‘finfluencers’ who promote financial products or give financial tips, often via YouTube or social media.
Read more ...SIPP consultant slams 'poorly timed' FCA pension rules
- Wednesday, 01 June 2022
- Articles

A SIPP consultant has criticised the Financial Conduct Authority's new rules encouraging a stronger nudge towards pension guidance.
Read more ...Ex-Which? exec named FCA interim chair term
- Wednesday, 01 June 2022
- Articles

Former Which? executive Richard Lloyd has taken over as interim chair of the Financial Conduct Authority this morning.
Read more ...Fintech Plannr launches CRM system for Planners
- Wednesday, 01 June 2022
- Articles

Fintech start-up Plannr has launched a back-office solution for Financial Planners.
Read more ...Male Paraplanners 4x more likely to seek adviser careers
- Wednesday, 01 June 2022
- Articles

Male Paraplanners are over four times more likely to want to become financial advisers than female Paraplanners, according to new research.
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