Pensions provider Standard Life has teamed up with fintech Moneyhub to develop a commercial Pensions Dashboard.
National Financial Planning firm Fairstone has this week moved into a new flagship office HQ, formerly used as the head office of sportswear firm Nike.
It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.
I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
Investors in St James’s Place can be forgiven for reaching for a stiff Scotch this evening - it’s been one hell of a day.
The latest FCA data on complaints does not make comfortable reading for advisers and providers, particularly those involved in giving advice on pension decumulation and annuities.
Regulation is expensive and getting more expensive, as most of you can attest.
This week's Personal Finance Society Annual Conference was a triumph over adversity, in more ways than one.
The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees.