More than a third (37%) of financial advice firms have changed their fee structure as a result of completing the FCA’s Consumer Duty fair value exercise.
Read more ...75% of firm's advisers 'refereeing' retirement arguments
- Thursday, 09 November 2023
- Articles

Three quarters (74%) of Wesleyan financial advisers have been caught in the middle of arguments between couples during retirement planning meetings.
Read more ...1 in 3 financially supporting friends and family
- Thursday, 09 November 2023
- Articles

Almost 1 in 3 (32%) of Britons have given financial assistance to family or friends over the past six months, according to a new report.
Read more ...Chartered Financial Planner launches East Anglia firm
- Thursday, 09 November 2023
- Articles

Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.
Read more ...FCA tells wealth managers to justify fees
- Thursday, 09 November 2023
- Articles

The Financial Conduct Authority has called on wealth managers to justify high fees and prove value for money in a 'Dear CEO' letter.
Read more ...FSCS levy forecast to soar to £415m next year
- Thursday, 09 November 2023
- Articles

The total levy to pay for the cost of the Financial Services Compensation Scheme is set to soar by £145m from £270m this year to £415m in 2024/25.
Read more ...SIPP provider Alltrust launches white-label platform
- Wednesday, 08 November 2023
- Articles

Alltrust has partnered with Platform One to launch a white-label investment and custody platform.
Read more ...7 in 10 advisers expect clients to delay retirement
- Wednesday, 08 November 2023
- Articles

Nearly 7 in 10 financial advisers (67%) expect clients to postpone retirement due to cost of living concerns, according to a new report.
Read more ...2 in 5 advisers facing issues attracting new clients
- Wednesday, 08 November 2023
- Articles

Around two in five (40%) financial advisers see finding and attracting new clients as the biggest challenge facing their businesses, according to a new report.
Read more ...Congrats to our Reader Survey Prize Draw winners
- Wednesday, 08 November 2023
- Articles

Many congratulations to the five winners of our 2023 Financial Planning Reader Survey Prize Draw.
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