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Profile: Opening up the ‘secret society’ of financial planning

The Money Panel founder on helping women gain financial confidence and improve their relationships with money  Understanding why women behave the way they do around money is important to The Money Panel founder Catherine Morgan. As a financial planner and financial coach who has had a difficult relationship with money herself, Morgan knows that being aware […]

Perspective buys Wirral IFA in 33rd acquisition

IFA consolidator Perspective Financial Group has acquired Wirral-based Investment Principles. This is the second acquisition for the group in 2019 following the purchase of North East-based firm Galloway Whitfield (Life & Pensions) in January. Including the latest acquisition Perspective has bought 33 IFAs since 2008 and says it has more deals in the pipeline for […]

Five minutes with…City diversity champion Bev Shah

City Hive founder Bev Shah has become a highly influential voice for diversity in the asset management sector. Ahead of her appearance at the forthcoming Money Marketing Interactive conference, she talks rebuilding trust in the investment sector and ditching the “bowler hat” image. What is the most encouraging advice market trend you are seeing at […]

Platform switches at three-year high

Advisers are switching their favoured platform at the highest rate in three years, according to research by Defaqto. In 2018, 25 per cent of advisers said they had changed their preferred platform in the last 12 months. This is up from 16 per cent answering positively to the same question in 2017 and 10 per […]

FSCS targeted in phishing scam

The Financial Services Compensation Scheme has issued another warning over a series of emails sent to members of the public purporting to be official communication from the lifeboat fund. The FSCS first flagged its concerns on 4 February over emails from Paulo Gatti and AAA Trade asking people to register to claim monies owed. The […]