Articles
Leeds-based The Private Office has scooped the Personal Finance Society’s Chartered Financial Planning Firm of the Year.
The new President of the Personal Finance Society Caroline Stuart has urged members to help build the profession by spreading the word about careers in Financial Planning and Paraplanning.
Rapidly-expanding adviser and fund manager One Four Nine Group has bolstered its senior team with three senior appointments, including appointing a Chartered Financial Planner as chief operating officer.
The Financial Conduct Authority is prosecuting five people for involvement in an alleged £1.2m ‘binary options’ investment fraud between 2016 and 2020 and an attempted cover up in 2022.
The new FCA Consumer Duty will be much tougher than the previous Treating Customers Fairly regulatory principles, the FCA's director of consumers investment Therese Chambers told Financial Planners in a keynote speech at the two-day Festival of Financial Planning which got under way today.
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Standard Life, part of the Phoenix Group, has appointed Dean Butler to a newly-created role of managing director of retail direct.
More than 3 in 4 consumers have no idea what pension acronyms such as SIPP or ESG mean, according to a new study.
The Chartered Insurance Institute and its sister professional body for Financial Planners, the Personal Finance Society, have appointed Mathew Mallett as chief digital and information officer.
Investment and wealth manager M&G has appointed former Sesame Bankhall Group chief Ross Liston as chief executive of its Financial Planning-focused wealth division M&G Wealth Advice.