Financial planning
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions
CII names seven new chartered corporate adviser firms
Chartered status is a symbol of technical competence
Financial planning | 6 Nov 24
Kinrock becomes UK’s ‘largest’ independent provider of digital CPD services to FS sector
This acquisition follows Kinrock’s previous integrations of CPD and e-learning providers
Financial planning | 5 Nov 24
Brooks Macdonald acquires chartered financial planner CST Wealth Management
The deal adds assets under advice of £170m
Financial planning | 25 Oct 24
As pension complaints increase, are master trusts working?
There has been a 27% increase in pensions complaints in 18 months