Articles
Aegon shifts £5bn into ESG investment strategies
Written by Kat MitchellPension and investment provider Aegon has shifted over £5bn of client money into ESG investment strategies.
Wren Sterling has completed its acquisitions of Sentinel Private Clients, Bookeeping Administration Services, and Rothesay Intelligent Financial Services.
Planners expect business and client growth – survey
Written by Kat MitchellThe majority of Financial Planners expect their net assets under management and client numbers to increase over the next year, according to a new survey.
Women twice as likely to leave Financial Planning to partner
Written by Kat MitchellWomen are twice as likely (17%) to leave Financial Planning to their partner than men (8%), according to a new report.
Planners need to do more to support carer employees – PFS
Written by Kat MitchellThe Personal Finance Society has said some personal finance employers, including Financial Planners, need to do more to make sure their employees with caring responsibilities are aware of their flexible working options.
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FNZ to sell GBST with right to repurchase limited assets
Written by Kat MitchellPlatform engine FNZ must sell its recent acquisition of competitor GBST, but will have the right to repurchase a “narrower package of assets”, according to the final reassessment report from the Competition Markets Authority (CMA).
Yorkshire-based wealth manager The Private Office (TPO) has been recognised as one of the UKs top 100 companies to work for.
The Financial Conduct Authority (FCA) has published a new web page to help British Steel workers who transferred out after receiving unsuitable advice better understand the claims process.
Rathbones looks to Brooks for new investment director
Written by Kat MitchellDiscretionary fund manager Rathbone Investment Management has appointed former Brooks Macdonald senior investment director Scott Lothian as its new investment director in Edinburgh.