Nearly four in ten Financial Planning professionals could be entering the robo-adviser market in the next 12 months, Financial Planning Today’s research suggests.
Investor confidence has rebounded from the Brexit blues, according to Hargreaves Lansdown, with a 19% jump having been recorded.
About 500 clients lost £128million because of pension liberation firms that have been wound up.
Advisers have been told they are missing out on ways to attract new clients by failing to get involved in sponsorship.
A CISI Fellow has left Charles Stanley to take on a new job as investment director with Brooks Macdonald.
A Financial Planner has described how he dealt with clients whose filing system was “basically a series of plastic tubs”.
The future for annuities looks ‘very gloomy’, with recent events having a ‘devastating’ impact, a Financial Planner says.
Advisers will determine whether Aegon’s £140m takeover of Cofunds succeeds or fails, Aegon’s CEO has suggested.
A Chartered Financial Planner who specialises in advising professional sportsmen has been made a partner at his firm.
A wealth firm’s MD has begun a quest to complete one Olympic sport every day for ten days to coincide with the start of the 2016 Games in Rio.