Remote IFA firm TFAS Wealth has linked with fintech Aveni.ai to add AI solutions across its UK business offering.
Read more ...Evelyn partners with charity Career Ready
- Tuesday, 27 August 2024
- Articles

Wealth manager and Financial Planner Evelyn Partners has agreed a three-year corporate partnership with social mobility charity Career Ready.
Read more ...Half of people 'unprepared' for retirement
- Tuesday, 27 August 2024
- Articles

Britons are woefully unprepared for retirement, with half saying they do not feel confident they will have financial freedom when they stop work.
Read more ...Chartered Planner adds senior hire to boost footprint
- Friday, 23 August 2024
- Articles

Cheltenham-based Chartered Financial Planner firm Attivo has recruited David Melloy as its new strategic business development director to help spearhead plans to expand its UK footprint.
Read more ...Paraplanning's ‘Big Day Out’ on the way
- Friday, 23 August 2024
- Articles

The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual 'Big Day Out' event on 12 September.
Read more ...22% of adults injured last year had no income while sick
- Friday, 23 August 2024
- Articles

More than one in five adults (22%) who took unplanned leave in 2023 due to injury were not paid during their absence, a major new study has uncovered.
Read more ...Planner partners with Tony Adams' mental health support drive
- Friday, 23 August 2024
- Articles

Financial Planning network Rosemount Financial Solutions (IFA), is to partner with an anti-addiction, mental health support campaign set up by former Arsenal and England captain Tony Adams.
Read more ...Advised platforms net sales slump 12% in Q2
- Thursday, 22 August 2024
- Articles

Advised platforms gross flows in Q2 remained strong but outflows continued to rise and net sales were down sharply by 12.28% to £2.88bn, new figures from consultancy the Lang Cat reveal today.
Read more ...1 in 5 pensioners set to pay higher rate tax - warning
- Thursday, 22 August 2024
- Articles

Wealth manager Quilter has warned that 3.1m pensioners face paying higher rate or additional rate tax by 2027/28 due to fiscal drag, according to a Freedom of Information (FOI) data request.
Read more ...Fairstone buys 2 Planner firms and adds new hub
- Thursday, 22 August 2024
- Articles

Expanding Financial Planner and wealth manager Fairstone has completed the acquisition of two Financial Planning firms and opened a new hub in Farnborough to support expansion in the South.
Read more ...