People with assets of over £250,000 are more likely to discuss their plans for passing on wealth with an adviser than their families, according to new research.
Read more ...FCA acts on credit broker offering investments
- Wednesday, 08 December 2021
- Articles
The FCA has barred another credit broker suspected of offering investments as concern grows about a network of credit brokers misusing their permissions.
Read more ...PFS President urges members to make voices heard
- Wednesday, 08 December 2021
- Articles
Sarah Lord, President of the Personal Finance Society, has urged PFS and CII members to make their voices heard as a major consultation with members nears a close.
Read more ...Active managers beat passive over long term
- Wednesday, 08 December 2021
- Articles
A new study has found that over the longer term active funds have - on average - outperformed passive funds despite the fact that just 1 in 3 active funds have beaten passive funds this year.
Read more ...Sandringham to partner with Cashcalc cashflow
- Wednesday, 08 December 2021
- Articles
Financial Planning firm Sandringham Financial Partners, recently acquired by M&G Wealth, is to partner with cashflow tool provider Cashcalc.
Read more ...FSCS blames poor financial advice for soaring levy
- Wednesday, 08 December 2021
- Articles
The Financial Services Compensation Scheme (FSCS) has blamed poor financial advice for driving up its soaring annual levy.
Read more ...Transact bolsters M&A help for adviser firms
- Wednesday, 08 December 2021
- Articles
Adviser platform Transact has stepped up its efforts to act as an introducer for advice firm acquisitions.
Read more ...SJP achieves 1000th Chartered Financial Planner
- Tuesday, 07 December 2021
- Articles
Wealth manager St James’s Place has seen 1,000 team members achieve Chartered Financial Planner status.
Read more ...PIMFA criticises FCA’s 'woolly' Consumer Duty proposals
- Tuesday, 07 December 2021
- Articles
Wealth manager trade body PIMFA has criticised proposals from the Financial Conduct Authority for a new Consumer Duty.
Read more ...Tilney launches adventurous sustainable fund
- Tuesday, 07 December 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has launched a sustainable multi-asset fund for adventurous investors.
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