The Paraplanners’ Assembly, the support and training network for Paraplanners, is to hold its annual ‘Big Day Out’ event on 12 September.
1 in 5 injured last year had no income while sick
More than one in five adults (22%) who took unplanned leave in 2023 due to injury were not paid during their absence, a major new study has uncovered.
Planner partners with Tony Adams’ mental health support drive
Financial Planning network Rosemount Financial Solutions (IFA), is to partner with an anti-addiction, mental health support campaign set up by former Arsenal and England captain Tony Adams.
How financial advisors can assist clients in successfully navigating career changes
A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.
Advised platforms net sales slump 12% in Q2
Advised platforms gross flows in Q2 remained strong but outflows continued to rise and net sales were down sharply by 12.28% to £2.88bn, new figures from consultancy the Lang Cat reveal today.
Market volatility and a contentious election year caused advisor confidence to plummet
However, financial advisors have been trying to ease client fears by taking a longer view.
Family philanthropy benefits givers in surprising ways — we’ve seen it happen
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
Labour policies will enhance economy, say fund groups
Seven out of 10 fund groups (69%) expect Labour’s policies to be beneficial to UK economic growth, according to Quilter Investors’ latest Investor Trends Survey.
Fintech Iress says UK business has ‘turned around’
Australian fintech Iress said its UK subsidiary had achieved a “significant” turnaround in financial performance this year after it refocused the business on sourcing and wealth.
6 tips for advisors to responsibly engage on social media
From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.