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I was reminded this week that Financial Planning is much more of a profession than a business by the latest Charles Stanley results.
The vast majority of retail investors stayed invested during the pandemic with just 2% pulling out, according to a survey by a retail investment platform.
Senior executives from finance, consumer rights, research and technology have joined a new body designed to provide industry input to the government-backed financial guidance body MAPS.
The Personal Finance Society has backed FCA’s changes to mandatory Continuing Professional Development (CPD) requirements during the Coronavirus outbreak.
Wealth manager Charles Stanley is continuing to invest in its Financial Planning arm despite growing losses.
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Embark Group’s new ‘Advance by Embark’ platform has been added to the Origo technology integration hub, becoming the 22nd company to join the fintech inter-connection service.
Seasoned executive Andy Smart is to take over from Christopher Rodrigues as chairman of Openwork Holdings, the parent of 3,900-adviser network Openwork.
Wealth manager Brown Shipley has appointed BNY Mellon veteran and CISI chairman Michael Cole-Fontayn as its new chairman in a move which will see current chair Rory Tapner become chair of parent company, the Luxembourg-based Quintet Private Bank.
Wealth manager St James’s Place has reported a slowdown in new client investment as the impact of Covid-19 hits investor confidence.