Several thousand Financial Planners, Paraplanners and advisers are expected to attend the first Financial Planning Festival which will have a Glastonbury-style element designed to ‘entertain’ and inspire delegates.
All working adults should be given vouchers to pay for financial advice, the PFS has told the Government.
Demand from high-net-worth clients for guidance on Defined Benefit pension schemes increased five fold last year, a wealth firm has revealed.
A tech firm which makes Client Relationship Management software for Financial Planners, among a range of technology systems for firms across the financial services sector, has announced a statutory net profit for 2016 of about £48million, up 7% over the prior year.
Baroness Ros Altmann has accused the Government of complacency after it published proposed changes to workplace Defined Benefit pensions.
Ex-Pensions Minister Ros Altmann has called for radical reforms to pay for social care, including the equivalent of childcare vouchers for the elderly.
Recruiters and rival firms are tapping up Paraplanners on a frequent basis, due to the lack of required Paraplanning professionals, Financial Planning Today magazine has been told.
The replacement for the Money Advice Service must track the number of referrals it makes to regulated advisers, a pensions firm has told the Government.
A financial adviser who was convicted of trespassing and theft has launched an appeal against the FCA’s decision to cancel his permission.
AFH, the growing Financial Planning and wealth management firm, has acquired Bay Financial Management Limited, an IFA firm based in Honiton, Devon in a deal worth £1.4m.
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