Kevin
Training firm launches first conference for Paraplanners
- Thursday, 02 May 2024
Training provider Compliance and Training Solutions (CATS) is to launch its first conference for Paraplanners.
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‘Finfluencers’ fading as investors turn to professional advice
- Thursday, 02 May 2024
Social media ‘finfluencers’ who provide sometimes suspect advice online are losing influence as retail investors increasingly turn to professional financial advisers, according to a survey.
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Major US fintech buys UK Chartered Financial Planner
- Thursday, 02 May 2024
California-based fintech Marygold & Co has acquired its second UK Financial Planning firm ahead of a bigger push into the UK savings and advice market.
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