Articles
Leicester-based wealth adviser Westerby Investment Management has recruited three new members of staff from Berkeley Burke in an expansion move.
The Consumer Prices Index (CPI) measure of inflation rose 0.7% in the 12 months to January, up from 0.6% in December, the ONS reported today.
The FCA is to work with the Jersey regulator to review plans by fallen fund manager Neil Woodford to stage a comeback.
Planners urge Chancellor to put growth ahead of taxes
Written by Kat MitchellFinancial advisers have urged the Chancellor to focus on initiatives to boost economic growth in his March Budget, according to new research.
Ex-Goldmans’ staffer charged with insider trading
Written by Kat MitchellAn ex-employee of Goldman Sachs is one of two brothers that face criminal proceedings for insider dealing and fraud.
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Brown Shipley hires Chartered Planner from S&W
Written by Kat MitchellWealth manager Brown Shipley has hired Dan Morris as a client adviser for its Birmingham office from Smith & Williamson where he was a Chartered Financial Planner.
Soaring PI cost fuels planner exit from DB transfers
Written by Kat MitchellFinancial Planners are being driven from the defined benefit pension transfer market due to an inability to secure affordable professional indemnity insurance, according to the Personal Finance Society.
7IM has launched its Responsible Choice Model Portfolios to broaden its offering of ESG options for Financial Planners and their clients.
Northern-based Chartered Planner expands team
Written by Kat MitchellYorkshire-based Chartered Financial Planner Belmayne has added to its Financial Planning team and said it is looking for more planners to join the firm.