Articles
Profits slip 8% at Close Bros but advice income steady
Written by Kat MitchellAdjusted operating profit fell 8% to £21.7m (2021: £23.7m) for Close Brothers Asset Management (CBAM) for the year ended 31 July.
The CISI, the professional body for Certified Financial Planners, and the young planner support group NextGen Planners, have launched a joint scholarship scheme to encourage new Financial Planning talent.
AJ Bell founder to step down from board after FCA discussions
Written by Kat MitchellAJ Bell founder Andy Bell is to step down from the investment platform’s board following discussions with the Financial Conduct Authority (FCA).
Caroline Stuart is first Paraplanner to be PFS president
Written by Kat MitchellThe Personal Finance Society (PFS) has appointed Caroline Stuart as the professional body’s new President.
Wealth manager St James’s Place is to merge four of its UK equity income funds to create a single £4.3bn UK Equity Income fund.
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Investment, protection and pensions provider LV= has recruited David Hynam as its new CEO.
Kingswood enters Irish market with £23m acquisition
Written by Kat MitchellAcquisitive Financial Planning and wealth management firm Kingswood has entered the Irish market with the acquisition of Moloney Investments Ltd (MMPI).
PIMFA helps members get ready for FCA Consumer Duty
Written by Kat MitchellWealth management trade body PIMFA has developed a guide for firms to help them to develop their Consumer Duty implementation plan.
PFS creates financial module for Duke of Edinburgh Awards
Written by Kat MitchellFinancial Planner professional body the Personal Finance Society (PFS) has developed a financial education module for the Duke of Edinburgh Bronze Award.