Financial advisers have urged the Chancellor to focus on initiatives to boost economic growth in his March Budget, according to new research.
Read more ...Planners urge Chancellor to put growth ahead of taxes
- Wednesday, 17 February 2021
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Brown Shipley hires Chartered Planner from S&W
- Tuesday, 16 February 2021
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Wealth manager Brown Shipley has hired Dan Morris as a client adviser for its Birmingham office from Smith & Williamson where he was a Chartered Financial Planner.
Read more ...Soaring PI cost fuels planner exit from DB transfers
- Tuesday, 16 February 2021
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Financial Planners are being driven from the defined benefit pension transfer market due to an inability to secure affordable professional indemnity insurance, according to the Personal Finance Society.
Read more ...7IM launches ESG-driven model portfolios
- Tuesday, 16 February 2021
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7IM has launched its Responsible Choice Model Portfolios to broaden its offering of ESG options for Financial Planners and their clients.
Read more ...Northern-based Chartered Planner expands team
- Tuesday, 16 February 2021
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Yorkshire-based Chartered Financial Planner Belmayne has added to its Financial Planning team and said it is looking for more planners to join the firm.
Read more ...7% of investors use social media for investment tips
- Tuesday, 16 February 2021
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Almost one in ten investors (9%) said that the source of information they have turned to most to help decide on their investments is social media, with 7% now regarding it as their most important source of information.
Read more ...RSMR axes VAT from Managed Portfolio Service
- Tuesday, 16 February 2021
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RSMR is dropping VAT from the 0.15% annual management charge on its Managed Portfolio Service (MPS).
Read more ...Ex-Goldmans’ staffer charged with insider trading
- Tuesday, 16 February 2021
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An ex-employee of Goldman Sachs is one of two brothers that face criminal proceedings for insider dealing and fraud.
Read more ...Ex-Schroders' worker jailed for role in £6m cocaine gang
- Monday, 15 February 2021
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A former Schroders worker has been sentenced to 8 years in prison for his role in a three man gang which was caught in connection with the supply of £6m worth of cocaine.
Read more ...350 advisers sign up to client vulnerability charter
- Monday, 15 February 2021
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More than 350 financial advisers have pledged to adopt the Financial Vulnerability Taskforce Charter in its first two weeks since launch.
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