Articles
STAR, the cross-industry transfer initiative, is to roll out an accreditation scheme which will award bronze, silver or gold grades to providers based on their ability to transfer clients to other providers smoothly and quickly.
Savings trade body TISA has called for the 38m unadvised UK savers to be given access to 'personalised' guidance from financial providers to avoid them being 'left behind.'
Financial advisory firm Frenkel Topping has reported a 93% rise in revenue in its interim results today thanks to a rapid acquisition strategy.
The next generation of Financial Planners is at last coming from a wider range of backgrounds, including graduate entry and that, mostly, is a very good thing.
Alan Steel Asset Management, the Scottish investment and wealth management company founded by industry veteran Alan Steel - who has died from Covid-19 - paid tribute to him today in a public statement.
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The FCA has banned financial advisory firm director Jon Frensham (formerly known as Jonathan James Hunt) from performing any regulated activity after his conviction for a child sex offence.
Industry veteran Alan Steel, chairman of Alan Steel Asset Management, has died after losing his battle with Covid-19.
London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.
The Financial Conduct Authority has rejected an application for authorisation from a Claims Management Company which has been in business since 2006.