Chartered Financial Planning firm and wealth manager Clarion Wealth has partnered with a group of business psychologists to explore the stresses and strains faced by clients who sell a business.
Read more ...Chartered firm to research stresses faced by business owners
- Tuesday, 10 October 2017
- Articles

Financial Planning firm opens self-built DFM to all planners
- Tuesday, 10 October 2017
- Articles

Bristol-based Financial Planning firm Brunel Capital Partners, run by Chartered Financial Planner and MD Damien Rylettt, has opened its self-built DFM firm IronBright to other Financial Planning firms.
Read more ...Selectapension to resume pension transfers in 2018
- Tuesday, 10 October 2017
- Articles

Specialist pension provider Selectapension is to resume pension transfer business in 2018 after suspending DB pension transfers earlier this year following an FCA audit.
Read more ...Standard Life Investments cuts MyFolio AMCs
- Monday, 09 October 2017
- Articles

Standard Life Investments is to trim the Annual Management Charge (AMC) on a number of share classes following a review of its MyFolio range of OEIC funds.
Read more ...Financial advisers failing customers on ethical investment
- Monday, 09 October 2017
- Articles

A majority of investors want their money to do good as well as produce a positive return but over 70% don’t know how much of their money is invested ethically, according to a survey for Good Money Week which gets under way this week.
Read more ...HMRC thwarts 1m visits to scam websites
- Monday, 09 October 2017
- Articles

HM Revenue & Customs says it believes it is beginning to win the battle again internet crooks and fraudsters by averting over a million visits to deceptive websites over the past year.
Read more ...Late start to Financial Planning is biggest ‘risk’ for clients
- Monday, 09 October 2017
- Articles

Leaving Financial Planning too late in life remains the biggest threat to clients’ future financial security, according to the latest Aegon Adviser Attitudes Survey.
Read more ...Fraudster used £1.9m investing scam to grab life savings
- Friday, 06 October 2017
- Articles

A serial fraudster who persuaded investors to hand over their life savings in a gold trading scam has been sentenced to seven years in prison.
Read more ...Life Planning founder Kinder wins award for client dedication
- Friday, 06 October 2017
- Articles

George Kinder, leader of the Life Planning movement in Financial Planning and founder of the Kinder Institute of Life Planning, has won the Transparency Task Force’s Transparency Trophy for his long term dedication to putting consumers first in the financial advice process.
Read more ...Moving video of Nick Cann at CISI Conference posted
- Friday, 06 October 2017
- Articles

The CISI has made available a video of former IFP chief executive Nick Cann's moving speech at this year's CISI-IFP Financial Planning Conference which earned him two standing ovations from delegates.
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