An investment management business has taken on a new corporate identity to mark 25 years since it began.
A former IFP President has “grave concerns” about whether advisers are using cashflow modelling tools properly – but she is against FCA intervention.
Young UK investors are the keenest on robo-advice in the world, a study has indicated.
Financial advice group Succession has revealed it is looking to take over another nine businesses this year after completing its latest for £5.3m.
A new criminal offence is to be brought in for corporations who fail to stop their staff facilitating tax evasion, following the Panama Papers revelations.
A probe into the possible effects of the Lifetime ISA and whether it could cause workers to duck out of Auto Enrolment is stepping up this week.
More than a third of accountants plan to fund some or all of their retirement using property wealth, a survey suggests.
Aegon will refocus on its advisers platform after deciding to sell two thirds of its UK annuity portfolio to Rothesay Life.
Financial Planners have been warned that a Facebook business page is now essential if they don’t want to be losing out on potential clients.
Many finance firms may be unaware of the huge challenge ahead to comply with new recordkeeping requirements, an archiving firm says.