High net worth individuals and business owners globally are optimistic and looking for opportunities to invest as markets rebound in 2019, according to a new survey by UBS.
Read more ...CII revamps Chartered Financial Planning Firm designation
- Tuesday, 07 May 2019
- Articles
The Chartered Insurance Institute is set to revamp and modernise its corporate Chartered designation for the insurance and Financial Planning professions.
Read more ...FCA, FSCS and FOS launch ‘phoenixing’ working group
- Friday, 03 May 2019
- Articles
The FCA and other financial regulators are to launch a joint working group to tackle phoenixing in financial services.
Read more ...Quilter Cheviot boosts investment management team
- Friday, 03 May 2019
- Articles
Wealth manager and Financial Planner Quilter Cheviot has boosted its investment management team with a series of new hires.
Read more ...Major changes coming for Financial Planner qualifications
- Friday, 03 May 2019
- Articles
There is no doubt this will be a year of change for the qualifications undertaken by Financial Planners and Paraplanners, as this edited feature from the latest issue of Financial Planning Today magazine reveals.
Read more ...Financial Planner targets growth after £200k cash injection
- Friday, 03 May 2019
- Articles
A Financial Planning firm is looking to expand and take on more staff after it received a £200,000 investment from the Midlands Engine Investment Fund.
Read more ...LIBF to recognise financial advisers' SOLLA accreditation
- Friday, 03 May 2019
- Articles
The London Institute of Banking & Finance, a professional body, has finalised an accreditation agreement with the Society of Later Life Advisers (SOLLA), the organisation for advisers with older and more vulnerable clients.
Read more ...Interest rate rises could be ‘more frequent’
- Thursday, 02 May 2019
- Articles
Interest rate increases could be “more frequent” Bank of England governor Mark Carney has said after the Bank Rate was held today at 0.75%.
Read more ...Twitter revamp to improve our news and alert service
- Thursday, 02 May 2019
- Articles
Financial Planning Today is revamping its Twitter accounts this to give you a better service.
Read more ...Changes to Twitter updates for Financial Planning Today
- Thursday, 02 May 2019
- Articles
Financial Planning Today is revamping its Twitter accounts to give our 10,000+ Followers easier access to news alerts and updates.
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