Almost half (44%) of investors wish they had spent more time researching their investments before making a decision, according to a new report.
Read more ...Nearly half of investors regret doing too little research
- Tuesday, 17 May 2022
- Articles
Standard Life hires intermediary MD from LV=
- Monday, 16 May 2022
- Articles
Standard Life has appointed former LV= adviser head Chris Hudson to the newly created role of managing director of retail intermediary.
Read more ...4 in 5 have no LPA as registrations fall 26%
- Monday, 16 May 2022
- Articles
Nearly four in five adults have no registered Lasting Power of Attorney (LPA).
Read more ...CII sees revenues recover but faces £2.5m tax bill
- Monday, 16 May 2022
- Articles
Revenue increased 6% year-on-year to £39m for the Chartered Insurance Institute (CII) as it returned to operating profit in 2021 but the professional body faces a potential tax bill of up to £2.5m.
Read more ...Only 1 in 10 Planners expect to retain assets on wealth transfer
- Monday, 16 May 2022
- Articles
Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
Read more ...FCA plans major expansion of dormant assets scheme
- Monday, 16 May 2022
- Articles
The FCA is consulting on a major expansion of the dormant assets scheme to include insurance provider, pension and investment assets.
Read more ...Paraplanner Assembly conference is back after 3 year gap
- Friday, 13 May 2022
- Articles
The annual Paraplanner Big Day Out - the annual conference organised by the Paraplanners Assembly support group - is to return after a gap of three years.
Read more ...TEAM buys Jersey wealth manager for £2.5m
- Friday, 13 May 2022
- Articles
Investment provider TEAM is to acquire Jersey wealth manager Concentric in a deal worth up to £2.5m.
Read more ...Abrdn to launch Junior SIPP aimed at wealth market
- Friday, 13 May 2022
- Articles
Abrdn is to launch a Junior SIPP product as part of its new family wealth planning offering for financial advisers.
Read more ...FCA rejects appointed rep ‘hosting’ plan from firm
- Friday, 13 May 2022
- Articles
The FCA has refused authorisation to regulatory consultancy firm Alexander Jon Compliance Consulting Limited (AJCC) which planned to provide regulatory 'hosting' services.
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