Paraplanners are feeling increasing appreciated by the advisers they work with, according to a new report from platform Embark.
An Aberdeen-based 21-year-old Scot from Acumen Financial Planning has become one of the youngest people to complete their financial diploma.
A City-based securities company linked to a wealth manager and three other appointed reps has gone into liquidation after FCA intervention, opening up possibility of at least £1.3m of claims to the Financial Services Compensation Scheme.
Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.
The CEO of Barclays UK, Matt Hammerstein, has become the new chairman of the Money and Pensions Service’s Advisory Group, taking over from Vim Maru, who steps down after two years in the role.
Over a quarter of younger people (28%) aged under-35 have three or more pensions, according to research by Hargreaves Lansdown which warns that some could lose track of their retirement goals.
Financial Planner and wealth manager Evelyn Partners, formerly Tilney and Smith & Williamson, has recruited Nick Reeves from Deutsche Bank to boost its international Financial Planning team based in London.
M&G Wealth is to add its PruFund Planet range of ESG-focused multi-asset funds as an advised investment choice on its own M&G Wealth Platform (formerly Ascentric) for the first time.
Nearly half of consumers would turn to regulated financial advisers when seeking financial advice, according to a new wealth report.
The number of higher rate taxpayers has soared by nearly 2m to 6.14m since the last election and could soar by a further 3m by 2025, according to a former Pensions Minister.