Articles
Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.
Quilter Financial Planning generated £1bn in integrated net flows for the three months ended 31 March, an increase of 43% from Q1 2020.
The M&G Property Portfolio Fund and its feeder fund are to resume dealing next month on 10 May after being suspended for nearly 18 months.
Two thirds (66%) of adults retiring in 2021 risk running out of money in retirement, according to a new study.
Financial advisers will see their Financial Conduct Authority fees rise by 1.5% in 2021-22 under proposals published today by the regulator.
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Financial Planning Today caught up with Personal Finance Society CEO Keith Richards about his impending departure from the professional body, how he sees the Financial Planning profession's state of health and his plans for the future.
The Personal Finance Society, the 40,000-member professional body for Financial Planners, is to drop the role of CEO following the departure in June of current CEO Keith Richards.
Referrals 'most important' when selecting a planner
Written by Kat MitchellReputation and referrals are the most important factors when it comes to choosing a Financial Planner, according to new research.
Jupiter Fund Management has reported net outflows of £776m in the three months ending 31 March as investors turned away from UK and European-focused equity strategies.