Leading figures from the Financial Planning sector have hailed the work of the FCA’s Rory Percival after he announced he is to quit his job at the regulator.
Read more ...4 in 10 Financial Planners weigh up robo-advice move
- Friday, 12 August 2016
- Articles

Nearly four in ten Financial Planning professionals could be entering the robo-adviser market in the next 12 months, Financial Planning Today’s research suggests.
Read more ...Bouncebackability: Brexit blues banished by booming confidence
- Friday, 12 August 2016
- Articles

Investor confidence has rebounded from the Brexit blues, according to Hargreaves Lansdown, with a 19% jump having been recorded.
Read more ...500 clients lost £128m due to pension scam firms
- Friday, 12 August 2016
- Articles

About 500 clients lost £128million because of pension liberation firms that have been wound up.
Read more ...Advisers told they're missing out on clients by failing to sponsor
- Friday, 12 August 2016
- Articles

Advisers have been told they are missing out on ways to attract new clients by failing to get involved in sponsorship.
Read more ...Charles Stanley manager exits for Brooks MacDonald director role
- Thursday, 11 August 2016
- Articles

A CISI Fellow has left Charles Stanley to take on a new job as investment director with Brooks Macdonald.
Read more ...Pete Matthew: I've never seen client records in worse disarray
- Thursday, 11 August 2016
- Articles

A Financial Planner has described how he dealt with clients whose filing system was “basically a series of plastic tubs”.
Read more ...Financial Planner: Devastating effect on annuities means very gloomy future
- Thursday, 11 August 2016
- Articles

The future for annuities looks ‘very gloomy’, with recent events having a ‘devastating’ impact, a Financial Planner says.
Read more ...Advisers will decide if Aegon's Cofunds takeover succeeds or fails
- Thursday, 11 August 2016
- Articles

Advisers will determine whether Aegon’s £140m takeover of Cofunds succeeds or fails, Aegon’s CEO has suggested.
Read more ...Sportsmen specialist Financial Planner gains new role
- Wednesday, 10 August 2016
- Articles

A Chartered Financial Planner who specialises in advising professional sportsmen has been made a partner at his firm.
Read more ...