Robo-advisers will have a hard time cracking the over-50s market with most in this demographic likely to reject an online-only automated service, according to new research.
Read more ...Progeny acquires 12-staff Yorkshire Planning firm
- Thursday, 04 November 2021
- Articles
Acquisitive Financial Planning firm Progeny has acquired Yorkshire-based Financial Planning firm JM Glendinning Financial Services.
Read more ...Quilter to focus on HNW and affluent clients
- Thursday, 04 November 2021
- Articles
Wealth manager and Financial Planning firm Quilter has re-structured its business, shifting focus towards high net worth and affluent clients.
Read more ...Unite gives FCA 10 day deadline for union recognition
- Thursday, 04 November 2021
- Articles
Trade union Unite has given the Financial Conduct Authority a 10 day deadline to recognise the union.
Read more ...First Wealth wins Chartered Planner Firm of the Year award
- Wednesday, 03 November 2021
- Articles
London-based First Wealth has won the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award.
Read more ...FCA may compel ESG labelling of funds
- Wednesday, 03 November 2021
- Articles
The FCA is considering compulsory ESG labelling for investment funds to help investors find sustainable investments more easily.
Read more ...AIC welcomes delay to KIDs changes
- Wednesday, 03 November 2021
- Articles
The Association of Investment Companies has welcomed a decision by the FCA to delay proposed changes to Key Information Documents (KIDs).
Read more ...Fairstone acquires £150m Northern Ireland adviser
- Wednesday, 03 November 2021
- Articles
Fairstone, which incorporates one of the UK’s largest Chartered Financial Planning firms, has fully acquired its Ulster arm Fairstone NI.
Read more ...Lords reject suspension of Triple Lock
- Wednesday, 03 November 2021
- Articles
The House of Lords voted last night to reject a controversial bill to suspend the Pensions Triple Lock.
Read more ...FCA says data-led strategy will bring 'profound' change
- Wednesday, 03 November 2021
- Articles
The Financial Conduct Authority says its plans to become a 'data-led' regulator will mean "profound" change.
Read more ...