Articles
Financial Planning fintech firm launches PROD MiFID II guide
Written by JamesFinancial 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.
DFM and IFA support firm Tatton Asset Management has acquired a subsidiary of Tenet in a £2.7m deal.
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.
The recent developments involving Berkeley Burke SIPP Administration (BBSAL) have caused understandable concern and consternation for SIPP providers, advisers and SIPP investors.
PIMFA 2019: Quilter CEO reveals mental health struggles
Written by JamesPaul Feeney, chief executive of Financial Planning firm Quilter, has spoken movingly about his personal mental health “journey.”
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Boosst: ‘How we fought back against clone scammers’
Written by KevinFinancial Planning firm boosst.financial has revealed how it fought back against scammers who tried to clone the firm’s identity to rip off investors.
North West independent financial adviser Acumen Financial Partnership has boosted its management team with the addition of a Chartered Financial Planner as the expanding firm’s funds break through the £250m level for the first time.
FCA wants better disclosure on climate change issues
Written by KevinThe FCA wants better disclosure to clients on climate change issues and ‘green’ financial products.
State Pension set to rise by inflation-busting 4% in April
Written by KevinThe triple pensions lock and rising average earnings mean that the State Pension will rise by around 4% in April - an increase of about £350 a year.