International wealth manager deVere plans to doubled its commitment to ESG investments to $2bn (£1.45bn).
Read more ...HNW clients underestimate retirement funding
- Tuesday, 26 October 2021
- Articles
Over 9 in 10 (92%) of high-net-worth consumers underestimate how much money they will need for a comfortable retirement, according to new research.
Read more ...Tilney poaches Financial Planner from Aviva
- Tuesday, 26 October 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has appointed former Aviva financial adviser Neil Thornton as a Financial Planner.
Read more ...Pandemic boosts ‘rainy day’ savings but many still short
- Monday, 25 October 2021
- Articles
Nearly 48% of people have built up a bigger ‘rainy day’ fund during the pandemic to cover spending for up to six months - although 20% of people said their savings fell during the crisis.
Read more ...PFS Fellow launches ESG consultancy for IFAs
- Monday, 25 October 2021
- Articles
Rebecca Kowalski, a PFS Fellow and former Paraplanning manager, has launched a sustainable investment consultancy for IFAs on the eve of the COP 26 environmental summit in Glasgow.
Read more ...FCA set to open new long-term funds to retail investors
- Monday, 25 October 2021
- Articles
The FCA confirmed today that that it will go ahead with its plans for long-term investment funds aimed at sophisticated investors and pension funds, potentially opening them up later to some retail investors.
Read more ...Chancellor prepares for Autumn Budget
- Monday, 25 October 2021
- Articles
Chancellor Rishi Sunak will deliver his Spending Review and Autumn Budget this week at lunchtime on Wednesday, 27 October.
Read more ...FCA revamps rules for MiFID investment firms
- Friday, 22 October 2021
- Articles
The FCA has today published final rules to “streamline and simplify” the prudential requirements for solo-regulated UK firms authorised under the Markets in Financial Instruments Directive (MiFID).
Read more ...Special Offer on Financial Planning Today Magazine
- Friday, 22 October 2021
- Articles
The latest issue of Financial Planning Today Magazine is now out and we're pleased to bring you a complimentary link to preview the issue plus a special subscription offer.
Read more ...Slaying the Covid dragon: new magazine out now
- Friday, 22 October 2021
- Articles
The latest issue of Financial Planning Today Magazine is out now and reveals how tech 'heroes' helped Financial Planners to slay the Covid dragon.
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