A firm of Chartered Financial Planners set up 21 years ago by one man in his bedroom has reported a 20 per cent rise in annual turnover and its sixth consecutive year of growth.
Read more ...Business booms for planning firm set up in a back bedroom
- Friday, 11 November 2016
- Articles
Parents expect to rely on kids for money in retirement
- Friday, 11 November 2016
- Articles
A significant number of soon to be retirees are expecting to be reliant on their children for financial support after they stop working, a report suggests.
Read more ...New Financial Planning festival to be 'biggest event in FS calendar'
- Thursday, 10 November 2016
- Articles
The PFS has revealed it will host the “biggest conference in financial services calendar” next year.
Read more ...Women hit with double whammy on pensions says Aegon's Smith
- Thursday, 10 November 2016
- Articles
Women hit with double whammy on pensions says Aegon's Smith
As the world marks Equal Pay Day today, Aegon’s head of pensions Kate Smith says women are being hit by a double whammy on pensions and pay.
Read more ...Live broadcast today for advisers on Trump fallout
- Thursday, 10 November 2016
- Articles
Advisers are being urged to tune into a live broadcast tomorrow (11 November) to analyse the aftermath of the US election, Brexit and future of investing.
Read more ...IFA software founder joins web-based client service firm
- Thursday, 10 November 2016
- Articles
The founder of an IFA back office system has joined the board of a fintech company, which works with financial advice firms.
Read more ...Schroders gains 2 Chartered Financial Planning firms
- Thursday, 10 November 2016
- Articles
Two Chartered Financial Planning businesses are set to come under Schroders' wing after it took a stake in the parent company.
Read more ...Chancellor urged to scrap 'complex, confusing' pensions taper
- Thursday, 10 November 2016
- Articles
New Chancellor Phillip Hammond is being urged the scrap the “incredibly complex and confusing” taper.
Read more ...Security vital to success of pensions dashboard as key step looms
- Thursday, 10 November 2016
- Articles
The development of the Pensions Dashboard has been one of the big pension related stories of 2016 – with the Treasury signing up eleven of the largest pension providers to build the first prototype of its kind in the UK.
Read more ...Four in ten IFAs eye robo-services for smaller clients
- Thursday, 10 November 2016
- Articles
More than four in ten IFAs (43%) are considering using robo-advisory services to provide a cost effective solution for smaller clients.
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