Former Which? executive Richard Lloyd has taken over as interim chair of the Financial Conduct Authority this morning. He takes over from Charles Randell who stood down yesterday after four years as chair of the regulator. Mr Lloyd will act as interim chair until the Treasury appoints a permanent replacement. The role of FCA chair […]
Archives for June 2022
Ex-Which? exec named FCA interim chair term
Former Which? executive Richard Lloyd has taken over as interim chair of the Financial Conduct Authority this morning. He takes over from Charles Randell who stood down yesterday after four years as chair of the regulator. Mr Lloyd will act as interim chair until the Treasury appoints a permanent replacement. The role of FCA chair […]
Fintech Plannr launches CRM system for Planners
Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]
Fintech Plannr launches CRM system for Planners
Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]
Fintech Plannr launches CRM system for Planners
Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]
Fintech Plannr launches CRM system for Planners
Fintech start-up Plannr has launched a back-office solution for Financial Planners. The customer relationship management (CRM) solution went live this week. Plannr has been developing the CRM solution with the help of over 60 adviser firms who were part of its early access kickstarter programme between February and April. The CRM costs £85 per user […]
Male Paraplanners 4x more likely to seek adviser careers
Male Paraplanners are over four times more likely to want to become financial advisers than female Paraplanners, according to new research. Over four in ten (41%) male Paraplanners told Quilter Financial Planning they would like to become a financial adviser, with 21% saying maybe. Only 6% of female Paraplanner said they would like to become […]
iPensions completes migration of Forthplus clients
SIPP provider iPensions Group has completed the migration of Forthplus SIPP customers following its acquisition of the business assets of the Edinburgh business. It has integrated £500m in assets under administration. iPensions acquired the business assets of the closed SIPP firm Forthplus Pensions in December. It was initially expected to take at least six months […]
iPensions completes migration of Forthplus clients
SIPP provider iPensions Group has completed the migration of Forthplus SIPP customers following its acquisition of the business assets of the Edinburgh business. It has integrated £500m in assets under administration. iPensions acquired the business assets of the closed SIPP firm Forthplus Pensions in December. It was initially expected to take at least six months […]
Moneyinfo adds white labelled onboarding app
Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app. The app is available for tablet and mobile as well as desktop. The new financial profile builder pre-populates with data fed in from platforms, providers, online accounts, the Land Registry, and Open […]