Financial planning
Financial planning | 23 Jul 24
Retirement of financial advisers is source of real concern for clients, reveals new research
21% of people believe their financial planner will retire within the next two years
Financial planning | 22 Jul 24
Chartered Insurance Institute appoints three new board members
Among them is Roger Jackson, a chartered financial planner, who has been in the profession for 17 years
DeVere New Zealand ‘censured over conduct’ while advising clients on UK pension transfers
The FMA acknowledged deVere’s cooperation to date, its desire to meet in full all its obligations, and its efforts to remedy the breaches
UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB
Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals
Financial planning | 16 Jul 24
Entries for 25th Annual II Awards now live and available to enter for limited period
The awards will be open for entries to II subscribers for a period of six weeks before shortlisting. Judging and in the case of some awards a period of readers voting will take place ahead of the II Awards 2024 ceremony on October 10, 2024