Financial planning
Financial planning | 20 Jun 24
Innovate Finance to distribute CISI’s Certificate in Ethical AI to its membership
The certificate will become available to Innovate Finance members on 1 July 2024
Aviva and FNZ partnership add new ‘state-of-the-art’ adviser tools to platform
The new adviser tools will include a digital adviser access and workflow tool for Aviva’s asset transfer service
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Financial planning | 17 Jun 24
UK’s Reform party pledges £70bn of cuts in income tax, IHT and stamp duty
Setting the higher-rate income tax threshold to £70,000 would save the highest earners £4,000 a year
DeVere Group expands in Portugal with ‘ambitious plans’ for the jurisdiction
The current hub office with a 25-strong team is in the city of Porto