Financial Planning Today editor Kevin O'Donnell caught up recently with John Porteous, managing director of the new Central Financial Services division at wealth manager Charles Stanley. He talked about his new role, his plans for the division and the future of advice.
Read more ...High Court winds up 7 mini-bond firms
- Tuesday, 17 August 2021
- Articles

The High Court has wound up seven companies run from an office in Mayfair after an investigation found that their marketing of high-risk mini-bonds was misleading.
Read more ...FinCalc launches retirement modeller tool
- Tuesday, 17 August 2021
- Articles

Cashflow and DB transfer software provider FinCalc has developed a new retirement modeller tool for Financial Planners.
Read more ...Praemium funds under administration rise 55%
- Tuesday, 17 August 2021
- Articles

Australian-owned wrap platform Praemium, used by a number of UK Financial Planners, has reported a 55% rise in funds under administration for the year ending 30 June 2021.
Read more ...Pressure on Chancellor over pensions triple lock
- Tuesday, 17 August 2021
- Articles

Average earnings data published this morning by the Office for National Statistics (ONS) has highlighted the difficult decision faced by the Chancellor this autumn when deciding on State Pension rates for April 2022.
Read more ...Frenkel Topping acquires legal costs consultancy
- Tuesday, 17 August 2021
- Articles

Financial advisory firm Frenkel Topping has acquired legal costs consultancy Bidwell Henderson Costs Consultants for £1.48m.
Read more ...Frenkel Topping acquires legal costs consultancy
- Tuesday, 17 August 2021
- Articles

Financial advisory firm Frenkel Topping has acquired legal costs consultancy Bidwell Henderson Costs Consultants for £1.48m.
Read more ...Profits rise 132% for Tilney as gross inflows hit £3.2bn
- Tuesday, 17 August 2021
- Articles

EBITDA rose 132% to £91.7m for the first half of 2021 at wealth manager and Financial Planner Tilney Smith & Williamson with gross new business inflows of £3.2bn (H1 2020: £1.4bn) representing 12.5% of opening assets (on an annualised basis).
Read more ...1 in 3 fake texts involve finance scams
- Monday, 16 August 2021
- Articles

Nearly 37% of fake text messages received by consumers over the past 90 days were linked to financial scams, according to new data.
Read more ...Most IFAs accept ESG may mean lower returns
- Monday, 16 August 2021
- Articles

Pensions and investment consultancy Hymans Robertson Investment Services (HRIS) says its latest study suggests that more than 9 in 10 IFAs are willing to accept that ESG-focused funds and investments may produce lower returns than non-ESG funds - but believe this is an acceptable downside risk.
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