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.
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.
Paul Feeney, chief executive of Financial Planning firm Quilter, has spoken movingly about his personal mental health “journey.”
Financial 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.
The FCA wants better disclosure to clients on climate change issues and ‘green’ financial products.
The 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.