Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.
Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
The Government is to overhaul the corporate reporting and audit regime by launching a new regulator.
A convicted investment fraudster has been jailed for six years and seven months after failing to pay a confiscation order.
Financial Planning and professional services firm Progeny has acquired Hampshire-based Financial Planning firm Coll Perkins for an undisclosed sum.
Thousands of investors in the Woodford Equity Income fund have been left ‘in limbo’ three years after the fund was suspended.
Clients are increasingly including the cost of care in their discussions with their adviser, allocating around £60,000 per year for later life care, according to Financial Planners.
The Financial Conduct Authority (FCA) has appointed Helen Charlton as the chair of the Financial Services Consumer Panel.
London Capital & Finance (LCF) bondholders have been warned about a new scam by the Financial Services Compensation Scheme (FSCS).
Wealth manager and Financial Planner Quilter has appointed former PwC executive Glyn Barker as chairman.