Almost £15bn in large £1m+ gifts has been donated by individuals, foundations and corporations over the past decade since the financial crisis, according to wealth manager Coutts Million Pound Donors Report.
The Financial Conduct Authority in the UK and its US equivalent, the Securities and Exchange Commission (SEC) have issued warnings about a ‘fake regulator.’
False use of CFP and Chartered Financial Planner designations are widespread on adviser directories, a Which? investigation has found.
The Chartered Institute of Taxation (CIOT) has warned that two “significant” new penalties for tax abuse have come into effect following Royal Assent to the Finance (No. 2) Act 2017.
Chartered and Certified Financial Planner Jason Butler is to publish his second book this year - on financial well-being.
The rise of the mobile investors has helped wealth manager and investment provider Hargreaves Landsown double client numbers in less than 5 years to reach 1 million clients.
The retirement prospects of millions of over-50s rely on downsizing, an inheritance or a lottery win, according to new research.
The government has decided to put on the back burner any change to the auto-enrolment charge cap and will keep it at 0.75%.
South West Chartered Financail Planners Francis Clark Financial Planning is supporting the Money Advice Service-backed Financial Capability Week this week to encourage more people to seek financial advice and ‘Talk Money.’
The Association of British Insurers (ABI) is urging firms to create a “vulnerability policy” by January for clients who may be at risk of poor financial outcomes due to age or other factors such as low literacy skills.