Two non-executive directors of troubled WH Ireland, including chair Simon Moore, have quit today after shareholders voted to reject a plan to sell the firms’s wealth arm for £1m.
In this regular column for Financial Planning Today, Dr Matthew Connell, director of policy at the Personal Finance Society, looks at plans to limit complaint.
Schroders has sold its 49.4% stake in Schroders Personal Wealth Financial Planning arm to the Lloyds Banking Group in return for Lloyds' 19.1% stake in Cazenove Capital.
Four in five high net worth (HNW) individuals (81%) believe it is crucial for advisers to initiate conversations about philanthropy, but only one in three (33%) have experienced such engagement, according to new research.
The FCA has stripped West Sussex-based IFA Rhoss Dancey (FRN: 666823), trading as RDI Wealth Management, of its permissions to carry out regulated business.
Three in five (60%) of Cash ISA holders would consider moving some of all of their money into a Stocks and Shares ISA, according to a new report.
Professional body the Chartered Institute for Securities & Investment (CISI) wants Financial Planning Week 2026 to be an opportunity for Financial Planners to "give back" to their communities.
The £1m sale of WH Ireland’s wealth management division to Oberon Investments looks likely to collapse, according to a recent update from the London-based firm.
Today (8 Oct) is the ninth annual World Financial Planning Day, run by the Denver-based Financial Planning Standards Board (FPSB).
St James’s Place has added four new passive fund-of-funds to its Polaris range, in its first purely passive launch.