St James’s Place Funds Under Management Increase to £184.4bn
St James's Place has reported a notable increase in its Funds Under Management (FUM) stock to £184.4bn by the end of the third quarter of 2024, marking an upward trend…
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Cost Prioritised Over Risk in Adviser Fund Selections
Financial advisers are prioritising cost over risk profiles when selecting between fund of funds and managed portfolio services, according to new research.30% of advisers focus on the higher fees associated…
CII Group Reports Surplus, PFS Faces First Loss in Years
In a striking financial update, the Chartered Insurance Institute Group (CII) has posted a significant operating surplus, while the Personal Finance Society (PFS) encounters its first operational deficit since 2008.The…
Perspective Financial Group Expands with Four Acquisitions
Perspective Financial Group's recent acquisitions mark a significant expansion in its operations.The group has completed four acquisitions, adding £350 million in assets under advice.Approximately 940 new client households have been…
Cashflow Modelling Beyond the Report
Cashflow modelling is unveiled as more than merely providing clients with a report, shedding light on its comprehensive benefits.Industry experts highlighted its role in aligning financial advisers and clients towards…
Belfast-based Platinum Financial Planning’s Growth Strategy
Platinum Financial Planning, based in Belfast, is set to broaden its client portfolio, marking its 20th anniversary with a strategic vision for the next five years.The firm already serves significant…
State Pension to Rise by 4.1% in April 2024
The state pension will experience a 4.1% increase this coming April under the triple lock policy, reflecting the latest inflation figures.The rise follows the Office for National Statistics (ONS) confirming…
Confidence in BoE Rate Cut Grows as UK Inflation Falls
UK inflation has decreased below the Bank of England's target.September saw inflation drop to 1.7%, a significant decline from August's 2.2%.The decrease was largely influenced by reduced costs in transport,…
Financial Advisers or Coaches A Debate Unfolds
At the recent CISI Financial Planning Conference, experts discussed the role of financial advisers compared to financial coaches.The debate highlighted potential pitfalls when financial advisers take on coaching roles without…
Quilter Platform Achieves £1.5bn Net Inflows
Quilter has achieved notable growth with £1.5bn in quarterly platform net inflows, marking a significant milestone.The inflows represent an impressive 7% of opening Assets under Management and Administration (AUMA).Year-on-year, Quilter's…
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