Articles
A new Pensions Minister has been appointed after previous incumbent Laura Trott MP was promoted to be Chief Secretary to the Treasury in today's Cabinet reshuffle.
Professional bodies ask Planners to help with training pilot
Simon ReadThe Chartered Insurance Institute and Personal Finance Society are seeking Financial Planning firms to take part in a pilot of new 'T Level' qualifications in finance.
NextWealth predicts ‘seismic shift’ in advice firms' structures
Simon ReadWealth consultancy NextWealth has predicted a "seismic shift" in advice firm structures over next five years with the fee earner to non-fee earner ratio moving from 1:1 to 4:1.
The Personal Finance Society and parent body the Chartered Insurance Institute have recognised their top examinees and apprentices in a special awards presentation ceremony held in the City of London.
London Fintech firm Ammonite - founded by two former Chartered Financial Advisers - has won a £250,000 investment from Industrial Thought, a group focused on the advancement of wealth management.
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BSPS-linked advice firm DC Financial Limited (FRN: 170299) has been declared as failed by the Financial Services Compensation Scheme.
Expanding national advice firm Foster Denovo has acquired £110m AUM Creative Financial Solutions based in Hampshire for an undisclosed sum.
The Consumer Duty is just over three months old and it’s already developing muscle to push through reform of the wealth management and Financial Planning sectors, particularly on fees.
Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.