Cashflow modelling provider Prestwood Software is launching a suite of advanced pension planning tools to help planners deal with clients underfunding pensions.
Read more ...Prestwood to tackle pensions underfunding with new tools
- Thursday, 12 July 2018
- Articles

FNZ buys German platform as expansion ramps up
- Thursday, 12 July 2018
- Articles

Major platform provider FNZ has acquired the German platform ebase as part of its plan to be the leading provider of B2B wealth management platforms in Europe.
Read more ...Adviser buying spree will go on, survey reports
- Wednesday, 11 July 2018
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A user survey by platform Nucleus says that the appetite for adviser business owners to acquire rival firms remains strong with 42% interested in buying a business.
Read more ...Salmon takes up CEO role at Arbuthnot Latham & Co
- Wednesday, 11 July 2018
- Articles

Andrew Salmon is to take up the role of chief executive officer at Chartered Financial Planner-focused wealth manager Arbuthnot Latham & Co with immediate effect.
Read more ...SJP and 66 more firms back equality charter
- Wednesday, 11 July 2018
- Articles

A further 67 companies - including Financial Planning firms and major financial providers - have signed up to the Treasury’s Women in Finance Charter including St James's Place, JP Morgan, Investec Asset Management and Yorkshire Building Society.
Read more ...Liberty SIPP reports revenue up by 35%
- Wednesday, 11 July 2018
- Articles

Liberty SIPP has reported revenue up by a third and assets under management up to nearly £3bn.
Read more ...Old Mutual Wealth Private Clients acquires Northern advisers
- Wednesday, 11 July 2018
- Articles

Old Mutual Wealth Private Client Advisers has acquired the advisory arm of Chartered accountancy business, Saint & Co, in Carlisle.
Read more ...AFH pledges to scrap platform fees by end of 2018
- Tuesday, 10 July 2018
- Articles

National financial services and Financial Planning group AFH today said it would be the first financial adviser in the UK to scrap platform fees for its clients.
Read more ...Keynote speakers unveiled for CISI Financial Planning Conference
- Tuesday, 10 July 2018
- Articles

The Chartered Institute for Securities & Investment has revealed details of its keynote speakers due to take to the stage at this year’s 2018 CISI Financial Planning Conference on 1 – 2 October.
Read more ...World first claim for green fund launch
- Tuesday, 10 July 2018
- Articles

The Channel Island of Guernsey has claimed the launch of the world’s first regulated green fund product.
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