More than nine out of 10 financial advisers believe property wealth should be a key consideration when giving Financial Planning advice, according to a survey published by a property wealth platform.
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Fresh new challenges have been thrown up for retirement planning following the publication of new ONS statistics today showing that the number of centenarians living in England and Wales in 2021 climbed to the highest ever number ever recorded.
The House of Lords is due to sit today for the third reading of the Pensions (Extension of Automatic Enrolment) (No. 2) Bill - its last stage before receiving Royal Assent and then becoming law.
Pension SuperFund Capital has reported an “inadvertent breach” of one of the rules of City Code on Takeovers and Mergers in its announcement on 8 September about its offer for SIPP provider STM Group.
Customers of collapsed Newcastle-based wealth manager WealthTek are likely to have any losses refunded by the Financial Services Compensation Scheme up to the scheme’s £85,000 limit per person.
New research of consumers and advisers suggests concerns are growing about the finances of older and more vulnerable people and their abillity to cope with the cost of living challenges.
Financial Planning-focused wealth manager Atomos has recruited former Fidelity executive Dawn Mealing to be its new Financial Planning business manager.
Promote your vacancy to thousands of professionals on Financial Planning Jobs
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.