Chartered Financial Planner Jason Butler has revealed he has taken a stake in a technology consultancy that specialises in helping firms to deliver virtual face to face advice.
Read more ...Chartered planner Jason Butler takes stake in virtual advice firm
- Monday, 06 March 2017
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Planners react to Standard Life merger with Aberdeen
- Monday, 06 March 2017
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Financial Planners, Paraplanners and analysts have been reacting to the merger of Aberdeen and Standard Life.
Read more ...Advisers issue AE warning as regulator ramps up action
- Monday, 06 March 2017
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The Pensions Regulator has revealed it will carry out auto-enrolment compliance spot checks on employers across the UK.
Read more ...Big jump in breaches of annual allowance
- Monday, 06 March 2017
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The number of individuals breaching the annual allowance limit for pension tax relief rose by 79%, new figures have shown.
Read more ...FCA plans to amend the minimum levels of PII
- Monday, 06 March 2017
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The FCA plans to amend the minimum levels of professional indemnity insurance cover to bring it in line with an EU directive.
Read more ...Standard Life and Aberdeen merger to create £660bn group
- Monday, 06 March 2017
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Standard Life and Aberdeen Asset Management announced today that they have reached agreement on a recommended merger which will see the two combine to create a group with £660bn in assets under management and financial strength.
Read more ...Schroders, Investec, BlackRock meet Treasury over Brexit
- Friday, 03 March 2017
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Bosses of Schroders, Investec and BlackRock were among wealth management firms that met with the Government over Brexit negotiations with the EU.
Read more ...Financial Planners urged to ‘grow their own’ Paraplanners
- Friday, 03 March 2017
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Financial Planning firms have been urged to ‘grow their own’ Paraplanners.
Read more ...Chartered planner gets new director of public policy role
- Friday, 03 March 2017
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A Chartered Financial Planner has been appointed to a newly created post of director of public policy at a national IFA group.
Read more ...Money Advice Service staff to get regulated advice
- Friday, 03 March 2017
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An advisory group has been awarded a contract to provide regulated advice to the Money Advice Service’s staff.
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