Articles
Brewin Dolphin reports 25% rise in Planning income
Written by Kat MitchellWealth manager Brewin Dolphin reported Financial Planning income up 24.6% year-on-year to £23.8m in the six months ending 31 March, driven by higher fund levels and demand for advice.
Tilney acquires Scottish Financial Planning firm
Written by Kat MitchellTilney Smith & Williamson has added Capital Risk Management’s 10-strong team to its Edinburgh office for an undisclosed sum.
Aberdeenshire-based Financial Planning firm Acumen Financial Planning has added 17 new members of staff across its offices over the past year.
Govt given green light to revoke EU financial regulations
Written by Kat MitchellThe Government has been given the go ahead to revoke EU financial services regulations and replace them with new UK rules, following inclusion of a planned bill in today’s Queen’s Speech.
The Financial Services Compensation Scheme has opened the doors to client compensation on two Financial Planning firms it has declared in default.
More...
Fintech launches protection comparison tool for advisers
Written by KevinFintech Protection Guru has launched a price and criteria comparison tool for financial advisers seeking protection policies for clients.
Open data and payments platform Moneyhub and financial analytics provider Envizage have developed an open banking-powered Financial Planning application for Financial Planning network the Academy of Life Planning.
Fund charges for five AJ Bell multi-asset funds have been reduced by over a third over the past five years to 0.31%.
FinCalc adds two-way integration with Iress Xplan
Written by Kat MitchellFinCalc has developed two-way integration for its cashflow and DB transfer software with Financial Planning and wealth management software solution Iress Xplan.