Articles
Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.
Expanding adviser investment research and fund ratings group RSMR has hired former Janus Henderson executive James Senior to be its first head of marketing.
The FCA’s Financial Services Register will be offline for five days from 31 December to 4 January while the regulator makes Brexit-related changes.
Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.
Chancellor Rishi Sunak has appointed three industry stalwarts as new members of the Prudential Regulation Authority’s governing body, the Prudential Regulation Committee.
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The Association of Taxation Technicians (ATT) has backed House of Lords recommendations that unregulated tax advisers be brought into regulation.
John Moret: The next 25 years
Written by James
In my two previous articles reflecting on my 50 years in the world of pensions and financial services I looked at current issues and challenges, focussing on what I saw as some of the dominant features of the financial landscape today: technology, complexity, (inconsistent) government policy, (increasing) longevity and the evolution of financial advice.
Adviser data and ratings provider Defaqto has added 1,047 risk-rated funds and DFM Model Portfolios to its Financial Planning software Defaqto Engage.
Rapidly expanding Newcastle-based Chartered Financial Planning firm Fairstone has acquired South West-based Sovereign Wealth Management.