Financial Planners and wealth managers have shared their disappointment at CPI inflation remaining stubbornly stuck at 8.7% in May.
Read more ...Bury Chartered Financial Planner launches DFM arm
- Tuesday, 20 June 2023
- Articles
Bury-based Chartered Financial Planner Rosebridge has launched a discretionary fund management arm in collaboration with platform and investment provider Vanguard and investment and pensions consultancy business Redington.
Read more ...Premium Bonds prize fund rate hiked to 3.7%
- Tuesday, 20 June 2023
- Articles
NS&I has increased its Premium Bond prize fund rate from to 3.3% to 3.7%, the sixth increase in just over a year and its highest rate in more than 15 years.
Read more ...Client communications are crucial to Consumer Duty
- Tuesday, 20 June 2023
- Articles
Effective jargon-free communications are crucial for advisers and Financial Planners in delivering value for money under Consumer Duty, according to new research.
Read more ...Former Zurich chief awarded CBE for charity work
- Tuesday, 20 June 2023
- Articles
Former Zurich European chief executive Gary Shaughnessy has been awarded a CBE for services to business and charity in King Charles’ birthday honours list.
Read more ...Quilter Cheviot offers ‘greenwashing’ training to advisers
- Tuesday, 20 June 2023
- Articles
Investment and wealth manager Quilter Cheviot is to offer training to financial advisers on how to spot and deal with ‘greenwashing’ - unrealistic and incorrect claims about the green credentials of investments.
Read more ...Fintel buys 25% of Financial Planning CRM firm
- Tuesday, 20 June 2023
- Articles
Fintech firm Fintel, parent of Defaqto and SimplyBiz, has invested in new Planner tech business Plannr Technologies, a developer of a new customer relationship management (CRM) system for Financial Planners.
Read more ...State pension needs reform - Phoenix
- Tuesday, 20 June 2023
- Articles
There needs to be fundamental reform to the State Pension to prevent later life poverty from worsening as the pension age rises, a new report warns today.
Read more ...Bravura CEO to exit after a year in the role
- Monday, 19 June 2023
- Articles
Libby Roy, the CEO of platform engine and fintech Bravura Solutions, is to step down with immediate effect after only a year in the role.
Read more ...FCA restricts movement of Odey AM assets
- Monday, 19 June 2023
- Articles
The Financial Conduct Authority has restricted the movement of cash and assets from Odey Asset Management (FRN: 214843) according to an update to the FCA Register published today.
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