Over 230,000 people have used the new pension freedoms introduced one year ago, new HMRC statistics have shown this morning.
Financial Planning Week is set to return this summer, the CISI has revealed.
The big high Street banks will buy out or team up with existing robo-advisers to secure a place in the automated advice market this year, an expert predicts.
A giant fluffy multi-coloured monster’s ability to stop employers ignoring the workplace pension via a TV campaign has been called into doubt at a Pensions Regulator board meeting.
The number of people using their full ISA allowance has increased over the last couple of tax-years, new figures suggest.
An ex-IFP President has been hired by the CISI for its new role of head of Financial Planning.
The latest ISA season failed to live up to last year, with less than half of the end of tax year subscriptions compared to 2015, figures show.
A Financial Planning firm’s headquarters have become something akin to an art gallery as part of an innovative way of engaging with clients.
Advisers will have to stump up an extra £10m to fund The Financial Services Compensation Scheme.
Wealth manager St James’s Place has bought advisory and training support company Technical Connection, the business founded and run by joint managing directors Tony Wickenden and John Woolley, for an undisclosed sum.