Expanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.
The Chartered Institute for Securities & Investment has today revealed the winners of its sought-after annual Financial Planning Awards.
Speeding up applications through the use of electronic signatures and digital due diligence is key for SIPP providers, according to a new survey of financial advisers.
Preliminary figures from the CISI reveal that 130 Financial Planning offices offered free surgeries to the public during Financial Planning Week #FPWUK which took place last week.
AJ Bell chief executive Andy Bell has written to new FCA chief executive Nikhil Rathi warning him about the consumer dangers of proposed investment pathways reforms.
The Pensions and Lifetime Savings Association (PLSA) has called for a new regulatory framework to help DC pension savers with the decisions they face when entering decumulation.
The new chair of the CISI’s influential Financial Planning Forum Amyr Rocha-Lima has said he would personally “love to see” more collaboration between rival Financial Planning Professional bodies.