Articles
SimplyBiz offers Defaqto Engage free to member firms
Written by Kat MitchellAdviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.
Titan Private Wealth hires new joint CEO from Investec
Written by Kat MitchellInvestment manager Titan Private Wealth has appointed Matt Beddall as joint CEO alongside existing CEO Mark Puleikis.
Platform and investment manager 7IM has acquired Financial Planning firm Eastcote Wealth Management for an undisclosed sum.
CPI inflation, the main measure of inflation, dropped sharply in February to 3.4% from 4% in January, ONS said today.
The Financial Conduct Authority has today written to the chief executives of financial advice firms asking them to review their retirement income advice processes.
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More than £50bn in pensions are at risk of being lost as workers change jobs more often and lose track of their pensions, according to new research from the Centre for Economics and Business Research.
A fifth of over 50s rely on DB pensions to provide almost half of their retirement income but the numbers are set to fall, according to Standard Life’s Retirement Income Almanac.
South West-based accountancy firm Albert Goodman has appointed Matthew Potter as Financial Planning consultant.
Wealth and investment manager Quilter has introduced some changes to its platform, including a new pension top-up service which will let clients make lump sum top-ups into an existing collective retirement account.