PFS membership has reached 40,000 with strong growth over the past seven years, CEO Keith Richards revealed today at 'Futureproof' - the PFS's Annual Financial Planning Conference taking place at the ICC Birmingham.
Read more ...Planners' human touch will beat the advice robots - futurologist
- Thursday, 28 November 2019
- Articles

Technology and the pace of change was moving at an ever faster pace but Financial Planners and Wealth Managers who focus on the human touch would continue to be in demand for many years, one of the country's leading 'futurologists' Matthew Griffin told the PFS Annual Conference today.
Read more ...PFS CEO: 'fantastic' conference defies doomsayers' predictions
- Thursday, 28 November 2019
- Articles

PFS chief executive Keith Richards has said feedback on the PFS 'Futureproof' Financial Planning Conference - held in Birmingham yesterday (Thurs 28 November) has been "absolutely fantastic" and he was delighted with the turnout as nearly 2,000 finance professionals took part.
Read more ...Xafinity SIPP/SSAS tops 2,000 commercial properties
- Thursday, 28 November 2019
- Articles

Xafinity SIPP/SSAS has reached the milestone of having 2,000 commercial properties under administration for its clients.
Read more ...Beaufort Financial expands network with wealth manager
- Wednesday, 27 November 2019
- Articles

National adviser Beaufort Financial has unveiled Corfe Wealth Management (CWM) as its latest appointed representative.
Read more ...FCA gets £290k confiscation order against convicted fraudster
- Wednesday, 27 November 2019
- Articles

The FCA has secured a confiscation order of £291,070.36 against a convicted fraudster.
Read more ...The Pensions Regulator's auto-enrolment director steps down
- Wednesday, 27 November 2019
- Articles

The Pensions Regulator (TPR) has revealed that Darren Ryder, director of automatic enrolment, will be leaving the organisation.
Read more ...Brewin Dolphin grows Financial Planning income 12.2%
- Wednesday, 27 November 2019
- Articles

Financial Planner and wealth manger Brewin Dolphin has boosted its Financial Planning income by 12.2%, new figures have revealed.
Read more ...Global CFP body issues first vulnerable client guidance
- Wednesday, 27 November 2019
- Articles

The Financial Planning Standards Board, the global body responsible for the Certified Financial Planner designation, has published its first Guidance Practice Note to support Financial Planning professionals working with vulnerable clients.
Read more ...Fairstone acquires North West wealth manager
- Wednesday, 27 November 2019
- Articles

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has boosted its footprint in the North West with the acquisition of Octagon Wealth Management.
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