Industry veteran Bob Freeman, the former chief operating officer and launch director of cashflow modeller Voyant in the UK, is to invest in a fintech which aims to give accountants more ability to offer Financial Planning services.
Read more ...Older women suffer pension pots half the size of men
- Friday, 04 March 2022
- Articles
Women aged between 65 and 74 have average pension pots of £130,000 - half the £260,000 men have saved.
Read more ...Chartered Planner Lumin Wealth buys Herts IFA
- Friday, 04 March 2022
- Articles
Chartered Financial Planning firm Lumin Wealth has acquired Hertfordshire-based financial adviser Enhance Wealth Management, its second acquisition in a year.
Read more ...Quilter donates £100,000 to aid Ukrainian refugees
- Friday, 04 March 2022
- Articles
The Quilter Foundation, the charity arm of national adviser firm Quilter, is donating £100,000 to the Disasters Emergency Committee (DEC) Ukraine Humanitarian Appeal which launched this week.
Read more ...Fund investors pull out £642m amid uncertainty
- Friday, 04 March 2022
- Articles
Market uncertainty in January spurred UK savers to withdraw £642m from retail funds, the first outflows since March 2020.
Read more ...CISI boosts CFP training with new partnership
- Thursday, 03 March 2022
- Articles
The Chartered Institute for Securities & Investment (CISI) is teaming up with training firm Lockie Consultants to provide more support for Certified Financial Planner (CFP) candidates in the UK.
Read more ...Kingswood unveils all-in-one client portal
- Thursday, 03 March 2022
- Articles
Fast growing Financial Planning and wealth management firm Kingswood has unveiled a new online portal for clients called Kingswood Go.
Read more ...FCA blocks 1 in 4 new firms from entering market
- Thursday, 03 March 2022
- Articles
The FCA halted 1 in 4 firms from entering the retail finance market in a six month period in 2021 as it stepped up its war on scammers.
Read more ...ValidPath recruits senior Bankhall exec
- Thursday, 03 March 2022
- Articles
IFA network ValidPath has hired Jon Barham from Bankhall Group to be its new commercial director as it plans to expand its network proposition to advisers seeking retirement or management buy-outs.
Read more ...New CEO for Close Brothers AM
- Wednesday, 02 March 2022
- Articles
Former Standard Life Savings MD Eddy Reynolds has been recruited as the new CEO of Close Brothers Asset Management.
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