Investment specialist Blackfinch Group has appointed industry veteran Mark Keogh to spearhead the growth of its managed portfolio service (MPS) and tailored portfolio service (TPS) offerings.
Read more ...Blackfinch appoints industry veteran Keogh
- Friday, 27 September 2024
- Articles

Mark Keogh, new head of asset management distribution, Blackfinch
Titan adds two fixed income funds
- Thursday, 26 September 2024
- Articles

The Titan Core Credit Fund and Titan Short Duration IG Income Fund will be managed by head of fixed income Peter Doherty.
Titan Investment Solutions, the investment arm of Titan Wealth, has added two new funds to its fixed income range.
Read more ...FCA data reveals surge in pension withdrawals
- Thursday, 26 September 2024
- Articles

FCA HQ
The latest FCA retirement income data for 2023/24 has revealed a 20% rise in the number of pension plans accessed for the first time between April 2023 and March 2024.
Read more ...Protest rally gathering at FCA headquarters
- Thursday, 26 September 2024
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A previous Transparency Task Force rally
A protest rally being held by campaign group Transparency Task Force is to be held outside of the Financial Conduct Authority’s headquarters in Stratford from 12:30 today.
Read more ...Higher earners want more mobile access from advisers
- Thursday, 26 September 2024
- Articles

Higher earners were more likely to want digital access from their financial adviser than those earning less
Higher income earners were more likely to want to track their finances and communicate with their financial adviser via mobile applications than lower earners, according to new research.
Read more ...West Sussex Planning firm gains Chartered status
- Thursday, 26 September 2024
- Articles

James Mallinson CFP Chartered FCSI, CEO of Servo Private Wealth
West Sussex-based high net worth specialist Financial Planning firm Servo Private Wealth has been awarded CISI Chartered Firm status.
Read more ...SJP partner firm founder appointed PFS President
- Thursday, 26 September 2024
- Articles

Carla Brown
The Personal Finance Society (PFS) has appointed Carla Brown as the professional body’s new president.
Read more ...Q&A with Paradigm Norton's next CEO Philippa Hann
- Wednesday, 25 September 2024
- Articles

Philippa Hann
Financial Planning Today editor Kevin O’Donnell recently caught up with Philippa Hann, recently announced as the next CEO of Bristol-based, employee-owned Financial Planning firm Paradigm Norton. She will take up the role in April. A full version of this interview will appear in the next issue of Financial Planning Today magazine in November.
Read more ...New Government boosts HNW confidence
- Wednesday, 25 September 2024
- Articles

New Prime Minister Sir Kier Starmer
High net worth individual confidence in the UK economy has risen since the arrival of the new Government, according to a new report.
Read more ...Schroders adds long-term retail fund for advisers
- Wednesday, 25 September 2024
- Articles

Schroders said that is expects the new LTAF to be used as a complementary tool to existing private market structures such as investment trusts.
Fund manager Schroders has launched the UK’s first long-term asset fund (LTAF) designed to be used by financial advisers and wealth managers.
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