A Chartered Financial Planner spearheading moves to boost the EIS sector has appealed to Theresa May to axe a number of restrictions imposed by the EU.
Pensions are “top of the list” of issues that the FCA faces for their importance to society, the regulator’s new chief executive says.
The Personal Finance Society has created a new smartphone app designed to be a one-stop-shop for its thousands of members.
Bellpenny’s former director of acquisitions has joined Old Mutual Wealth Private Client Advisers.
The war paint and wigwams were out again yesterday as the fourth national Paraplanners Powwow took place.
Paraplanners have been urged by an FCA specialist to ditch ‘flaky’ suitability reports and make them easier on the eye.
The Lifetime ISA appears to be “aiming to muscle out pensions”, a savings expert says, after new details were revealed.
About 80 Paraplanners are attending the fourth national Paraplanners' Powwow 'unconference' today despite suggestions it could be the last.
Total staff bonus payments in the UK in the 2015/2016 financial year reached £44.3 billion, a record in cash terms, and 4.4% higher than the previous year.
Prestwood, a company which provides cashflow modeling software to Financial Planners and Paraplanners, is to launch a new “next generation” version of its Truth software in October at the CISI-IFP Financial Planning conference.