Financial Planning

Financial planning | 21 Jun 24

Collidr surpasses £3bn AUM as Paradign Norton adopts ‘IntelligentMPS’

Paradigm Norton is one of the largest independent financial planning companies in England with over £1.39bn AUM

Companies | 19 Jun 24

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

Africa | 14 Jun 24

CISI forges strategic partnership with 13,000 CAIA members across US, EMEA, APAC

The special membership arrangement boosts skills and continuing professional development (CPD)

Financial planning | 29 May 24

100 Scots students on track for financial services careers insight day

Students will hear from financial services practitioners, including introductions to Scotland’s financial services sector and front, middle and back-office roles available

Financial planning | 24 May 24

II Connect captures the pre-election mood with ‘call to action’ cross-jurisdictional planning

Canada Life’s John Chew call for advisers to urgently contact their clients “in the next week”