Articles
Net inflows increased 8% for Close Brothers Asset Management (CBAM) for the six months ending 31 January.
Planners on the impact of Russia's Ukraine invasion
Written by Kat MitchellFinancial Planning firms have yet to see much impact from Russia's invasion of Ukraine, but have taken steps to reassure clients, according to leading Financial Planners.
M&G has welcomed Edward Braham as its permanent chairman after a year-long search.
Just 1 in 10 parents have sorted out estate planning
Written by Kat MitchellOnly 13% of British parents have consulted a financial adviser about the best way to pass on their wealth.
Chartered Financial Planner Fairstone, one of the UK’s most acquisitive wealth managers, has hired Steve McNicol from the legal sector as its new chief development officer.
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The FCA has warned regulated firms to take steps to ensure they comply with government sanctions on Russian investments and doing business with Russia.
Most scammers find their victims, at least initially, online these days, whether it be through website ads or social media.
Wall Street bank Goldman Sachs is believed to be one of three bidders aiming to take a sizeable stake in adviser platform Nucleus, according to a report from Sky News today.
More than 1,000 advice firms have so far registered to use NS&I’s online service designed to improve access to NS&I advised client details.