Nearly a third of schoolchildren are concerned about saving enough for retirement, according to a new survey of young people.
AIM-listed adviser platform Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.
Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.
Financial Planners have told Financial Planning Today that they are unphased by the latest round of lockdowns throughout the UK.
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.
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.
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.
Brooks Macdonald has stopped applying VAT on the group’s managed portfolio service (MPS) from 1 January 2021.
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.
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.