Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.
Read more ...Financial Planners unphased by lockdown 3.0
- Friday, 08 January 2021
- Articles

Financial Planners have told Financial Planning Today that they are unphased by the latest round of lockdowns throughout the UK.
Read more ...Dynamic Planner launches virtual conference
- Friday, 08 January 2021
- Articles

Dynamic Planner has announced its ninth annual conference will be delivered virtually on 10 March, as the Coronavirus pandemic looks likely to put a dampener on the 2021 conference season.
Read more ...Mattioli Woods client assets reach £10bn
- Thursday, 07 January 2021
- Articles

Wealth manager, pensions and employee benefits firm Mattioli Woods’s total client assets have hit a milestone £10bn, according to its most recent trading update.
Read more ...Retail fund sales reach record monthly high
- Thursday, 07 January 2021
- Articles

Net retail fund sales reached a record monthly high of £8.3bn in November 2020, beating the previous record of £5.7bn set in September 2017, according to the latest data from the Investment Association.
Read more ...Brooks Macdonald removes VAT from MPS offering
- Thursday, 07 January 2021
- Articles

Brooks Macdonald has stopped applying VAT on the group’s managed portfolio service (MPS) from 1 January 2021.
Read more ...Financial Planner receives MBE
- Thursday, 07 January 2021
- Articles

John Stevenson, managing director of Manchester-based Pareto Financial Planning, has been recognised for his support of cancer charities with an MBE in the Queen’s New Year Honours list.
Read more ...Less than half of advisers confident about 2021
- Thursday, 07 January 2021
- Articles

Less than half of UK advisers (43%) said they are confident about their business’ prospects over the next twelve months, according to a new white paper.
Read more ...CISI exams go online
- Thursday, 07 January 2021
- Articles

The Chartered Institute for Securities and Investment (CISI) has extended its remote exam testing sessions to all its UK and international students sitting level 3 and 4 MCQ exams.
Read more ...Pandemic hits financial services income and liquidity – FCA
- Thursday, 07 January 2021
- Articles

Nearly 6 in 10 respondents (59%) to the FCA’s Coronavirus Financial Resilience Survey expect the pandemic to hit their income, with most expecting a drop of up to 25%.
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