Wealth manager and IFA Sandringham Financial Partners has extended its agreement with Benchmark Capital to use its adviser technology solutions until 2028.
Read more ...Workplace adviser secures private equity backing
- Wednesday, 02 June 2021
- Articles

Workplace advice firm Wealth at Work has secured new investment from private equity house Aquiline Capital Partners to support its rapid growth plans.
Read more ...One in eight clients suffered ‘financial damage’ from pandemic
- Wednesday, 02 June 2021
- Articles

One in eight clients have suffered financial damage as a result of the Coronavirus pandemic, according to a new nationwide financial adviser survey.
Read more ...Fintech adds former FNZ CEO
- Wednesday, 02 June 2021
- Articles

Ignition Advice UK, the fintech helping M&G Wealth launch a hybrid digital advice service, has appointed former FNZ CEO Paul McMahon to its board as a non-executive director.
Read more ...Younger Planners driving tech change
- Tuesday, 01 June 2021
- Articles

Financial Planners under the age of 45 are driving technology adoption for the profession, according to a new report.
Read more ...Homeowners turn to ‘experts’ over financial advisers
- Tuesday, 01 June 2021
- Articles

More homeowners are turning to financial influencers such as Martin Lewis for financial advice (29%) than are choosing to consult a financial adviser (22%), according to a new report.
Read more ...19% of clients running secret investment ‘side-hustles’
- Tuesday, 01 June 2021
- Articles

Almost a fifth (19%) of clients are investing in DIY investing platform accounts alongside their main portfolio through their Financial Planner, according to new research.
Read more ...No full Pension Dashboards until 2025
- Tuesday, 01 June 2021
- Articles

Pension savers hoping to see their retirement pots in one place online under Pension Dashboards may have to wait until at least 2025 under the timetable for schemes to connect to Dashboards.
Read more ...Women less likely to have a financial plan
- Tuesday, 01 June 2021
- Articles

A focus on short-term finances means that many women have been unable to build a financial plan to achieve their long-term goals, hampering their financial wellbeing, according to a new report.
Read more ...Pair sentenced to 19 years for £2m investment fraud
- Tuesday, 01 June 2021
- Articles

Two men have been sentenced to a total of 19 years in jail for large-scale investment fraud, after an eight year investigation.
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