Financial Planning firm 1825’s proposed robo-adviser for retirement options has been added to the FCA sandbox.
Read more ...Financial Planning firm to test robo-advice in FCA sandbox
- Wednesday, 04 July 2018
- Articles
FCA ordered to pay investor £22k over register failings
- Wednesday, 04 July 2018
- Articles
The FCA has must pay an investor after falling victim to a scam which was blamed on the regulator’s “woefully inaccurate” register.
Read more ...Financial Planning firm vows to remain ‘fiercely independent’
- Wednesday, 04 July 2018
- Articles
The managing director of Financial Planning firm Acumen has explained how his company remains “fiercely independent”, in a glimpse inside the business.
Read more ...Financial Planner shuts office for a month to work remotely
- Tuesday, 03 July 2018
- Articles
Expanding Northern Ireland Financial Planning firm AKFP is repeating last year’s successful month-long office closure trial to encourage staff to work remotely.
Read more ...Chase de Vere profits dip but revenue increases
- Tuesday, 03 July 2018
- Articles
National IFA firm Chase de Vere has suffered a dip in profits, but increased revenue and adviser productivity.
Read more ...Financial Planner backs equal opportunities charity
- Tuesday, 03 July 2018
- Articles
A Financial Planning firm based in Leeds has revealed its charity of the year as the local Leeds Community Foundation.
Read more ...Millennials expect to inherit £1.2 trillion
- Tuesday, 03 July 2018
- Articles
Millennials expect to inherit £1.2 trillion over the next 30 years, a new survey has predicted.
Read more ...Financial Planning firm boosts profits by 39%
- Tuesday, 03 July 2018
- Articles
Financial Planner and wealth management firm Harwood increased profits by 39%, interim results for the six months ended 30 April 2018 have revealed.
Read more ...Quilter unveils new Investors brand for multi-assets
- Monday, 02 July 2018
- Articles
Quilter has today confirmed a rebrand of its multi-asset investment business which will become Quilter Investors.
Read more ...Financial Planners reveal how content can boost clients
- Monday, 02 July 2018
- Articles
Financial Planners have shared their insights into how content and communication can boost engagement with clients.
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