Financial planning
Financial planning | 6 Nov 24
Kinrock becomes UK’s ‘largest’ independent provider of digital CPD services to FS sector
This acquisition follows Kinrock’s previous integrations of CPD and e-learning providers
Financial planning | 5 Nov 24
Brooks Macdonald acquires chartered financial planner CST Wealth Management
The deal adds assets under advice of £170m
Financial planning | 25 Oct 24
As pension complaints increase, are master trusts working?
There has been a 27% increase in pensions complaints in 18 months
Financial planning | 25 Oct 24
Almost two thirds of clients have ‘never switched’ their financial adviser
Opinium surveyed just under 12,000 UK adults between May and August 2024
FPSB celebrates 20 years of shaping global financial planning profession
Last two decades has seen more than doubling number of CFP professionals worldwide from 86,690 to 223,70