The CISI’s annual Paraplanner Conference is under way and has attracted 100 attendees.
IFA network Bankhall has signed a deal with Paraplanning specialists The Timebank to launch a support service to help member firms “increase their advice capacity.”
A company director who ran a financial advice firm has been banned and fined £29,300 by the FCA for falsifying qualifications.
Retirees are set to bequeath rather than spend much of their accumulated wealth, new research has indicated.
A software tool designed to predict the success of long-term retirement strategies has completed a seed-funding round.
Quilter has recruited Ruth Markland as a non-executive director and senior independent director.
AJ Bell has launched a stocks and shares Lifetime ISA for clients of financial advisers via its Investcentre platform.
The FCA has dropped its investigation into Scottish Widows undertaken as part of its long-running thematic review of the fair treatment of longstanding customers in the life insurance sector.
A convicted fraudster who spent millions on a lavish lifestyle - including a luxury home in plush Sandbanks and a Ferrari after conning investors out of more than £21m - has had a confiscation order against him increased from £1 to £31,905.33.
Health insurance firm Vitality has launched a new retirement-focused investment proposition which will use cashflow modelling to help clients make the right decisions.
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