Aviva sign

One in five workers (20%) avoids organising and planning their finances, with some blaming anxiety or stress about their financial situation for their failings.

Read more ...

Aegon logo

Nine out of 10 (90%) advisers use multi-asset strategies for accumulation and decumulation, according to new research by Aegon.

Read more ...

WBR Group logo

SSAS provider and tax adviser WBR Group has appointed corporate lawyer Roy Botterill as director of law.

Read more ...

Rachel Bleakley of Evelyn Partners

Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

Read more ...

Artemis website

Artemis founder John Dodd will retire from the investment house at the end of this year after almost 40 years in the industry.

Read more ...

Ian Wilkinson, CEO of Perspective

Fast-growing national Financial Planner Perspective Financial Group has completed two acquisitions, bringing its total to 11 this year and 89 since the group was founded 16 years ago.

Read more ...

Ian Mattioli, founder of Mattioli Woods

The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.

Read more ...

The FOS has seen fewer complaints about pensions and annuities from professional representatives

The percentage of professional complaints about pensions and annuities to the Financial Ombudsman Service - including from claims management companies -  showed a surprise fall in the latest quarterly period, in marked contrast to a surge in professional complaints overall. 

Read more ...

FCA's Consumer Duty requirements

Nearly three in 10 Financial Planners (28%) surveyed in an exclusive poll for Financial Planning Today say they have cut the number of clients they serve as a result of the Consumer Duty.

Read more ...

Kate Brown, director for Milne Craig’s Financial Planning practice, with Mark Parkinson, CEO of Azets Wealth Management

 

International wealth manager, Financial Planner and professional services firm Azets has acquired Scottish Financial Planner and chartered accountancy firm Milne Craig in a major deal for the financial services sector north of the border.

Read more ...

Subcategories

 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/