Articles
Total investments managed in the UK grew by 10% during 2019 and were near to pre-pandemic levels by the summer, according to new data from the fund managers’ body the Investment Association.
One in four consumers over 25 (26%) say they are “not confident” about their financial situation due to the impact of the Coronavirus pandemic, according to a survey by the CISI ahead of Financial Planning Week 2020.
Brown Shipley, part of Quintet Private Bank, has recruited two experienced wealth managers from UBS Wealth Management to boost its growth plans in Scotland.
LV= has confirmed renewed speculation that it may tie-up with a third party - with Royal London the rumoured potential merger or takeover candidate, according to industry speculation.
Chartered Financial Planning firm Fairstone has signed up the eighth firm this year to its buy-out programme – West Midlands-based Complete Financial Planning.
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I was taken aback this week while watching the FCA’s virtual Annual Meeting by the strength of criticism by the FCA of Google and other search engines for failing to stem the tide of bogus financial advertising and the heartache and compensation bills that follow in its wake.
More than 120 financial businesses have applied for Associate Firm membership of the Personal Finance Society in the first month.
The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.
The FCA has advised firms to return to working from home where possible.