The fourth issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online and available first to our email newsletter subscribers.
More than one in five people with multiple pensions has lost track of one or all of them.
Recording telephone calls with clients may provide greater protection for advisers if a dispute or complaint arises, the Personal Finance Society says.
Two adviser firms have been bought by a wealth manager for more than a combined £1m.
A former Financial Planning chief who suffered a stroke is set to take part in a running race despite his physical difficulties.
A former Financial Planning chief who suffered a stroke has completed a 5km foot race despite his physical difficulties.
Standard Life’s Financial Planning arm 1825 is embarking on a hiring spree across the UK.
A Sipp provider has re-affirmed its commitment to offering non-standard investments despite James Hay banning NSIs for new customers.
Grandparents are missing out on thousands of pounds in National Insurance credits, new figures suggest.
Financial Planning firm Bellpenny has outlined its buying plans to Financial Planning Today.