Articles

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

Thursday, 17 October 2019 09:41

Tatton acquires Tenet subsidiary in £2.7m deal

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DFM and IFA support firm Tatton Asset Management has acquired a subsidiary of Tenet in a £2.7m deal.

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The woes of Woodford Investment Management have been well chronicled by Financial Planning Today and others. I will not repeat them hear suffice to say that the curtain is coming down on a painful episode in fund management, as Mr Woodford described it himself.

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The recent developments involving Berkeley Burke SIPP Administration (BBSAL) have caused understandable concern and consternation for SIPP providers, advisers and SIPP investors.

Wednesday, 16 October 2019 16:31

PIMFA 2019: Quilter CEO reveals mental health struggles

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Paul Feeney, chief executive of Financial Planning firm Quilter, has spoken movingly about his personal mental health “journey.”

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