The FCA has fined a former investment banker for sharing confidential information over WhatsApp.
A PFS board member has relaunched her outsourced Paraplanning firm’s graduate training programme.
A new report has suggested that the average life expectancy of men and women at the age of 65 has fallen in the past three years.
A trade body has urged the FCA to tighten regulation around unregulated products to reduce compensation claims, as advisers brand the current FSCS system ‘unfair’.
Tilney has snapped up another Financial Planner as its hiring spree continues.
A technology firm has revealed this morning what it called the ‘winners and losers’ since the pensions freedoms came into effect.
An online discretionary investment analyst business has been acquired, it was revealed this morning.
A former senior manager at Zurich and Octopus has been hired by Chartered Financial Planning firm Fairstone Group.
A newly qualified Certified Financial Planner says planners gain respect from clients through their work for them, not from certificates hanging on the wall.
The Julie Lord column
Over the years I have helped many people to think about how they might like to live out the remainder of their days and to organise their financial affairs to give them the best chance of living their dreams and having a purposeful life.