Articles
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.
Financial Planner-formed managed portfolio provider IronBright Investment Management has launched its own investment platform.
SFO secures increased confiscation 10 years after conviction
Written by Kat MitchellThe 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.
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.
Data, ratings and technology provider Defaqto has launched an income drawdown tool for its Financial Planning software Defaqto Engage.
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Ex-Vanguard CEO joins Tilney Smith & Williamson
Written by Kat MitchellFormer Vanguard CEO Bill McNabb has been hired by wealth manager Tilney Smith & Williamson as a non-executive director.
Pension transfers fall in 2020 but scam alerts rise
Written by Kat MitchellPension transfer activity slumped by 20% during 2020 but signs of possible scams climbed with 49% of transfers showing at least one 'red flag', according to a new report.
AFH to resume acquisition drive as revenues rise 4%
Written by Kat MitchellFinancial Planning and wealth management group AFH Financial said it would resume its hunt for acquisitions as revenues rose 4% to £77.1m for the year ending 31 October.
Transact FUD rise 9.1% after high first quarter inflows
Written by Kat MitchellFunds under direction (FUD) at platform Transact totalled £44.82bn at the end of December, an increase of 9.1% over the previous quarter as gross inflows rose.