The founder of an IFA back office system has joined the board of a fintech company, which works with financial advice firms.
Read more ...IFA software founder joins web-based client service firm
- Thursday, 10 November 2016
- Articles

Schroders gains 2 Chartered Financial Planning firms
- Thursday, 10 November 2016
- Articles

Two Chartered Financial Planning businesses are set to come under Schroders' wing after it took a stake in the parent company.
Read more ...Chancellor urged to scrap 'complex, confusing' pensions taper
- Thursday, 10 November 2016
- Articles

New Chancellor Phillip Hammond is being urged the scrap the “incredibly complex and confusing” taper.
Read more ...Security vital to success of pensions dashboard as key step looms
- Thursday, 10 November 2016
- Articles

The development of the Pensions Dashboard has been one of the big pension related stories of 2016 – with the Treasury signing up eleven of the largest pension providers to build the first prototype of its kind in the UK.
Read more ...Four in ten IFAs eye robo-services for smaller clients
- Thursday, 10 November 2016
- Articles

More than four in ten IFAs (43%) are considering using robo-advisory services to provide a cost effective solution for smaller clients.
Read more ...Over 400 Financial Planning delegates head to Wales today
- Wednesday, 09 November 2016
- Articles

More than 400 Financial Planning delegates are set to descend on Wales today (10 November).
Read more ...Trade body wants FCA action on retiring advisers
- Wednesday, 09 November 2016
- Articles

A trade body has called for the FCA to address the position of retiring advisers.
Read more ...Time running out for planners to book DFM due diligence spot
- Wednesday, 09 November 2016
- Articles

Time is running out for Financial Planners to grab a place at a DFM due diligence seminar featuring Rory Percival, the ex-FCA technical specialist.
Read more ...Financial Planners: What we think about Trump triumph
- Wednesday, 09 November 2016
- Articles

Donald Trump’s triumph in the US Presidential race could be good for American markets and growth but there are uncertain times ahead, Financial Planners say.
Read more ...'Wildcard' President Trump's win a stability 'body blow'
- Wednesday, 09 November 2016
- Articles

Donald Trump's shock win is another body blow for economic stability and there already “textbook knee-jerk reactions” in the markets, analysts said this morning.
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