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News

Cost trumps risk profile in advisers' choice between fund of funds and MPS

Your profession

Cost trumps risk profile in advisers' choice between fund of funds and MPS

Advisers prioritising higher fees associated with FoFs over client risk profiles

clock 16 October 2024 • 1 min read
CII posts surplus as PFS reports operating loss

Your profession

CII posts surplus as PFS reports operating loss

First time PFS has seen operating loss since 2008

clock 16 October 2024 • 3 min read
Perspective signs four acquisition deals adding £350m

Your profession

Perspective signs four acquisition deals adding £350m

Consolidation group adds offices in Ipswich and Amersham

clock 16 October 2024 • 1 min read
Cashflow modelling 'goes above just giving a client the report'

Your Business

Cashflow modelling 'goes above just giving a client the report'

‘Advisers need to make sure they actually talk through it with them’

clock 16 October 2024 • 2 min read
Advisers urged to be 'less overconfident' and ask more questions

Your Business

Advisers urged to be 'less overconfident' and ask more questions

‘This will transform your conversations with clients’

clock 16 October 2024 • 3 min read
Belfast-based Platinum Financial Planning eyes expansion

Companies

Belfast-based Platinum Financial Planning eyes expansion

Financial planning and wealth manager marks 20 years in business

clock 16 October 2024 • 1 min read
Advisers fear great wealth transfer but predict 11.5% growth

Your profession

Advisers fear great wealth transfer but predict 11.5% growth

43% expressed concerns about retaining assets from clients’ spouses and heirs

clock 16 October 2024 • 2 min read
The top ten recommended MPS investments in 2024 so far

Investment

The top ten recommended MPS investments in 2024 so far

MPS expansion ‘has and will undoubtedly continue’, Defaqto insight manager says

clock 16 October 2024 • 2 min read
Triple lock results in 4.1% state pension rise in April

Pensions

Triple lock results in 4.1% state pension rise in April

Single state pension increases to £11,975 per year

clock 16 October 2024 • 3 min read
Confidence in second BoE rate cut soars as inflation falls below 2% for first time since 2021

Economics / Markets

Confidence in second BoE rate cut soars as inflation falls below 2% for first time since 2021

Analysts argue conditions 'appear ripe' for a rate cut in November

clock 16 October 2024 • 2 min read
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