Curtis Banks will examine possible acquisitions of good quality Sipp books this year, it said this morning, after announcing a profits boost.
Read more ...Curtis Banks eyes Sipp acquisitions after Suffolk Life takeover
- Thursday, 23 March 2017
- Articles

Ray Pierce to lead Succession after death of Simon Chamberlain
- Wednesday, 22 March 2017
- Articles

Succession’s non-executive chairman Ray Pierce is to take over as executive chairman of the national Financial Planning business Succession Group immediately following the sudden death of 51-year-old founder and group CEO Simon Chamberlain last week.
Read more ...Equity Isas delivering best performance for 5 years
- Wednesday, 22 March 2017
- Articles

The average stocks & shares ISA fund has grown by 15.8% during the 2016/17 tax year so far - the highest return since the 2009/10 tax year, according to Moneyfacts data.
Read more ...Twice as many women working past 70 than 4 years ago
- Wednesday, 22 March 2017
- Articles

The number of women working after 70 has more than doubled in four years, increasing from 5.6% in 2012 to 11.3% in 2016 and getting close to the number of men working past 70.
Read more ...CII and PFS to expand roles across Asia
- Wednesday, 22 March 2017
- Articles

Earlier this month I travelled to Hong Kong and Singapore to engage with, and seek feedback from, some of the Personal Finance Society (PFS) and Chartered Insurance Institute’s (CII) growing number of overseas members, writes Keith Richards, PFS chief executive.
Read more ...Financial Planning Today magazine's latest issue is out now
- Wednesday, 22 March 2017
- Articles

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.
Read more ...Financial Planning Today magazine's new issue out now
- Wednesday, 22 March 2017
- Articles

The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.
Read more ...Pete Matthew reveals top apps for Financial Planners
- Wednesday, 22 March 2017
- Articles

Pete Matthew has told Financial Planning Today magazine his 11 most essential smartphone apps that planners should aim to get hold of.
Read more ...The Financial Planning firm with a beach in the office
- Wednesday, 22 March 2017
- Articles

Financial Planning Today magazine has gone inside the business built by Bestinvest’s founder John Spiers.
Read more ...Adviser: How I dealt ‘head on’ with resentful DB clients
- Wednesday, 22 March 2017
- Articles

The founder of a Lancashire adviser firm has told Financial Planning Today Magazine how she dealt ‘head on’ with two disgruntled clients.
Read more ...