- Wednesday, 25 May 2022
Noel Maye, CEO of the Denver-based Financial Planning Standards Board, is standing down after 20 years at the helm of the global Financial Planning standards organisation which sets the benchmarks for Certified Financial Planners around the world. Financial Planning Today caught up with him to ask him about his milestones, the progress of Financial Planning in the UK and his plans for the future.Read more...
- Tuesday, 24 May 2022
Wealth manager Charles Stanley has revealed that the one-off fee for its new hybrid advice service 'OneStep' will be £900 (£750 plus VAT).Read more...
- Monday, 23 May 2022
Wealth manager and Financial Planner Brooks Macdonald is to acquire Nuneaton-based Integrity Wealth (Holdings) Limited - which has £250m in funds under management - for an undisclosed sum.Read more...