A Financial Planning firm has launched a new service giving clients access to their personal financial information in one place via their smart-phone.
The IFP’s chief executive has praised the passion shown by members, following the announcement of the proposed merger with the CISI.
Seventy-five delegates from overseas are heading to the IFP Annual Conference this year as part of a record turnout of 420.
Four financial services firms with combined assets under management of £400m have joined Succession Advisory Services as members.
An adviser search website claims that new data has shown the benefits of retirement planning advice can outweigh the cost by nearly 6,000%.
The proposed merger with the CISI is being discussed by the board of the Institute of Financial Planning today after the consultation period closed yesterday.
An AXA Wealth managing director has warned against turning pensions into “the ready-meal of savings”.
Bosses at Aberdeen Asset Management and Parmenion are keeping silent on speculation about a possible takeover.
Almost £2.5billion worth of payments have been made to savers in the first three months since the new pension freedoms came in, the Association of British Insurers has reported.
Pension Wise guidance counsellors should be as qualified and experienced as regulated financial advisers, a consumer watchdog says, as it branded the current service inadequate.