Articles
3 month delays in onboarding with wealth managers
Written by Kat MitchellClients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.
Manchester to host PFS and CISI Planner conferences
Written by Kat MitchellManchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.
Assets rise for Brooks despite continued outflows
Written by Kat MitchellFund under management rose 7% year-on-year to £18bn for Financial Planner and wealth manager Brooks Macdonald for its financial year ended 30 June
CPI inflation remained at 2% in June, the same as May, the ONS reported today.
Fast growing national Financial Planning firm Wren Sterling has acquired the Financial Planning division of the Kent-based insurance broker and financial adviser the Howe Maxted Group.
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Wealth management trade body PIMFA has published its agenda for government over the next five years of the current Parliament, calling for a combination of change and stability.
London-based IFA Donre Advisory Limited (FRN 513993) - which previously traded as Basi & Basi Financial Planning Limited and has a SIPP subsidiary - has gone into liquidation two months after the FCA restricted its business activities.
More than two-thirds (69%) of advisers don’t have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20-30 years.
The Government has been urged to announce a Pensions Bill during the King’s speech at the state opening of Parliament tomorrow.