Standard Life has re-entered the annuity market as annuity rates rise and demand for annuities surges. The Phoenix Group group company says the Standard Life Pension Annuity will meet a need for “certainty and security” in the retirement income market. Research for Standard Life in 2022 found that certainty of income in retirement was important […]

FP’s playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

Amid all the gloomy news this week there was a chink of light for Financial Planners, at least on the potential new business front. A new report suggests that a boom in tax-efficient investment advice is on the way and planners can thank the government for that. More specifically, the freezing of income tax thresholds. […]

The Financial Conduct Authority plans to fine company directors Toni Fox £681,536 and David Price £632,594 over their roles in £392m of mostly “flawed” pensions transfers. The FCA also plans to ban the two who are accused of making large sums through their Birmingham-based financial adviser business over several years. The duo – who face […]

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.

The West Coast firm has new tools to manage both asset class drift and “what ifs” in client portfolios.

The RIA president says he and his colleagues will spend the next few weeks figuring out how the Personal Financial Management unit’s office can fit in with its new owner.

Although nearly all investors in the firm’s new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.