Fintech FE fundinfo has launched an integration link between its cashflow modelling software Cashcalc and its investment stats service FE Analytics. The company say the integration should save Financial Planners hours of time in having to shift data from one service to the other. The integration means that those planners that have a licence for both FE CashCalc and […]
Breaking: M&G retail and savings CEO exits
Clare Bousfield, the CEO of retail and savings at investment and wealth management firm M&G plc, will step down in the autumn, the company announced today. The company plans to create two new dedicated CEO roles to lead its wealth and life insurance businesses Earlier today M&G announced it was axing 200 jobs, about 4% […]
BNY Mellon’s Pershing X unveils wealth management platform with a number of partnerships: Wealthtech Weekly
Anne Lester on why financial advisors should open a ‘window of empathy’ for younger clients
1 in 4 Britons have lost track of a pension
A quarter (24%) of Britons have lost track of a pension, according to a new report. A further 22% of those surveyed by investment provider and platform Hargreaves Lansdown were even unsure if they had a forgotten pension. Younger savers were most likely to have lost track of a pension, with 44% of 18 to […]
U.S. family offices lead pay ranks with $1 million CIO salaries
Ask an advisor: What should I do with all these I bonds I bought last year?
4 tips for rolling over all of your client’s old 401(k)s
St James’s Place in search for new CEO
Wealth manager St James’s Place is seeking a new chief executive to replace current boss Andrew Croft, according to a media report. Sky News said SJP has started working with FTSE 100 advisory company Russell Reynolds Associates. A spokesperson for St. James’s Place told Financial Planning Today: “As part of long-term succession planning, the Board […]
DB schemes should offer more flexibility
A former senior official at the Pensions Regulator has called for members of DB pension schemes to benefit from the same flexibility as those with DC schemes have. David Fairs, partner at LCP, wants rule changes to allow more people to benefit from freedom and choice in pensions. Until recently Mr Fairs was executive director of regulatory […]