Articles

The Queen has approved a recommendation by the Privy Council that the CISI can use the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.

Thursday, 29 July 2021 12:45

Private equity firm eyes up Iress

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Private equity firm EQT Fund Management has made a second approach towards an acquisition deal with Australian fintech Iress.

Thursday, 29 July 2021 11:24

Investment adviser revenue falls 1% in 2020

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Reported total revenue earning from retail investment intermediation fell by 1% to just under £4.4bn according to data drawn from the FCA’s retail mediation activities return (RMAR) for 2020.

Thursday, 29 July 2021 11:03

FCA to change decision-making process

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The Financial Conduct Authority (FCA) has proposed changes it its decision-making process to enable it to make faster decisions.

Wealth manager and Financial Planner Tilney Smith & Williamson has hired two senior business development managers from Quilter Cheviot to boost its ambition as a partner for IFAs.