The Unite trade union has claimed that staff anger is reaching tipping point at the Financial Conduct Authority with half of its workers considering leaving. The union has accused management of refusing to discuss rock bottom morale and poor pay. It said the exodus of experienced staff raised serious questions about the regulator’s ability to […]
How a debt ceiling crisis could hit retirees’ benefits and portfolios
Fewer people have financial plans
Financial Planning has fallen off the agenda for many UK people with only a third (34%) of them now having a financial plan, according to new research. The number has fallen from almost two-fifths of people (38%) last year. The figures are included in the latest St James’s Place’s Financial Health Index, which also showed that the number of […]
UBS hires 2 Merrill teams with over $1.6B AUM
CFP Board seeks to unleash the beauty of planning careers
Black-owned RIA leader: How wirehouses can improve on DEI
It’s official: 2022 was the best annuity sales year in history
Editor’s Comment: Rise in firm failures must stop
The year has not started well for the adviser sector with nearly a dozen firms already declared as failed by the Financial Services Compensation Scheme. I know this infuriates the vast majority of decent, highly qualified and hard working Financial Planners. Month after month they have to look on as a procession of often dismal […]
Derby Financial Planner joins Continuum
Derby-based Chartered Financial Planner Jamie Lavery has joined national IFA Continuum to look after the Derbyshire area for the Financial Planning focused business. Mr Lavery has more than 16 years of experience in wealth management. He has worked closely with families, business owners and professionals to deliver holistic Financial Planning solutions. He has an MA in […]
Pension tax reform needed to meet Hunt’s plan
Pension experts have called for pension tax reform to help meet Chancellor Jeremy Hunt’s call to get more people back into work, including older workers, to help Britain. Mr Hunt was setting out his long-term vision for how to boost the UK’s economy. In his first big speech since November’s Autumn Statement today, he said […]