Articles

Tuesday, 19 January 2021 13:39

Latest Financial Planning Today Magazine out now

Written by Kevin

The latest edition of Financial Planning Today Magazine has just been published and includes lots of exclusive insights and analysis, including a Cover Feature on how Financial Planning professionals are increasingly targeting the wealth management sector. 

Tuesday, 19 January 2021 10:52

IronBright launches investment platform

Written by Kat Mitchell

Financial Planner-formed managed portfolio provider IronBright Investment Management has launched its own investment platform.

Tuesday, 19 January 2021 10:06

SFO secures increased confiscation 10 years after conviction

Written by Kat Mitchell

The Serious Fraud Office has secured a £163,350 increase in the confiscated amount awarded against boiler room fraudster David Vidgeon, bringing the total confiscation amount to £269,899 over ten years after he was convicted.

Tuesday, 19 January 2021 09:54

Jill Lucas joins Curtis Banks as NED

Written by Kat Mitchell

SIPP provider Curtis Banks has appointed Jill Lucas as non-executive director. She has also been appointed chairwoman of Curtis Bank's recently acquired fintech firm Dunstan Thomas.

Tuesday, 19 January 2021 09:45

Defaqto launches income drawdown tool

Written by Kat Mitchell

Data, ratings and technology provider Defaqto has launched an income drawdown tool for its Financial Planning software Defaqto Engage.

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