Transact latest platform to accept digital signatures

Following a successful pilot, wrap platform Transact said it is now accepting digital signatures on most applications via DocuSign or moneyinfo.

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Financial Planners optimistic says survey

A new survey of UK Financial Planners found 96% were optimistic about their firm’s prospects for the next 12 months.

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NEW: Latest Financial Planning Today Magazine out

The latest edition of Financial Planning Today Magazine is out today and features exclusive research into how the Financial Planning profession is coping with Coronavirus in our annual Financial Planning Profession Survey.

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Young investors seeing better returns during pandemic

Over a third (38%) of UK Millennial investors have seen their investments grow since the start of the lockdown compared to just 15% of the older Baby Boomer group.

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