Our 2022 Financial Planning Profession Annual Survey is now open and gives Financial Planners, Paraplanners and Wealth Managers a unique chance to share their views about the profession and potentially win a £50 M&S gift voucher - with 5 to win in the next few weeks.
Read more ...Free Prize Draw with our Annual Financial Planning Survey
- Monday, 15 June 2020
- Articles

LV= confirms potential sell off for business
- Monday, 15 June 2020
- Articles

Mutual financial provider LV= confirmed today that it was looking at options which may include a sale of its businesses.
Read more ...Research firm RSMR launches DFM Academy
- Monday, 15 June 2020
- Articles

Investment research and fund ratings provider RSMR has launched a DFM Academy to help advisers with due diligence and selection.
Read more ...Beer takes over as CEO of Brewin Dolphin
- Monday, 15 June 2020
- Articles

Robin Beer has today taken over today as chief executive of wealth manager and Financial Planner Brewin Dolphin.
Read more ...CII’s 2020 AGM to go virtual for the first time
- Monday, 15 June 2020
- Articles

The 129,000-member Chartered Insurance Institute will hold its first ever virtual AGM in October.
Read more ...Quilter offers free Adviser School starter module
- Monday, 15 June 2020
- Articles

Wealth manager and Financial Planner Quilter has made the first module free for its Financial Adviser School to open the door to more people to becoming financial advisers.
Read more ...TPR issues more than 115,000 auto-enrolment penalties
- Monday, 15 June 2020
- Articles

The Pensions Regulator has so far issued 115,459 auto-enrolment fixed penalty notices since the start of the workplace pension scheme in 2012.
Read more ...SJP opens apprentice programme for September
- Friday, 12 June 2020
- Articles

Wealth manager St James’s Place has opened applications for its degree level apprenticeship scheme starting in September at its Cirencester head office.
Read more ...LV= tight lipped on sell off reports
- Friday, 12 June 2020
- Articles

LV=, the mutual financial provider, has declined to comment on reports that it will sell off or float the business.
Read more ...Chartered Financial Planner and DFM combine
- Friday, 12 June 2020
- Articles

Chartered Financial Planner Citimark Partnership and DFM Bowmore Asset Management have joined forces and rebranded under the Bowmore Wealth brand from today.
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