Chartered Financial Planner Jason Butler has revealed he has taken a stake in a technology consultancy that specialises in helping firms to deliver virtual face to face advice.
Financial Planners, Paraplanners and analysts have been reacting to the merger of Aberdeen and Standard Life.
The Pensions Regulator has revealed it will carry out auto-enrolment compliance spot checks on employers across the UK.
The number of individuals breaching the annual allowance limit for pension tax relief rose by 79%, new figures have shown.
The FCA plans to amend the minimum levels of professional indemnity insurance cover to bring it in line with an EU directive.
Standard Life and Aberdeen Asset Management announced today that they have reached agreement on a recommended merger which will see the two combine to create a group with £660bn in assets under management and financial strength.
Bosses of Schroders, Investec and BlackRock were among wealth management firms that met with the Government over Brexit negotiations with the EU.
Financial Planning firms have been urged to ‘grow their own’ Paraplanners.
A Chartered Financial Planner has been appointed to a newly created post of director of public policy at a national IFA group.
An advisory group has been awarded a contract to provide regulated advice to the Money Advice Service’s staff.