Chartered Financial Planning firm Fidelius is to acquire two Financial Planning businesses from Pacific Asset Management (PAM) in a swap deal.
Despite significant concerns about the cost of care, many adults have never discussed retirement plans and finances with their parents, according to new research.
Only 12% of Financial Planners and insurance professionals think they will return to the way they worked before the global Covid-19 pandemic, according to a new survey.
The number of families who have reclaimed inheritance tax due to falling share prices has soared in the past two years, new figures have revealed.
Two ex-professional footballers have joined Tilney to help kick off its new team advising professional sports people.
Financial data provider Defaqto has today added video conferencing and screen sharing to its Financial Planning software Defaqto Engage.
A Financial Planning firm has taken advantage of the loosening of lockdown rules to hold its half yearly away-day staff meeting in a garden.
The Chartered Institute for Securities & Investment has appointed Eugene Kiernan FCSI as the new President of the CISI National Advisory Council for Ireland.
More needs to be done to promote the value of Financial Planning advice to potential clients, an adviser survey has indicated.
The lang cat financial data provider has added actuarial consultancy AKG's financial strength ratings to its interactive online platform analysing tool.