Articles
Charles Stanley hires Standard Life asset management exec
Written by JamesWealth manager, Charles Stanley, has appointed Jeremy Hippolite, FPFS, IMC as head of asset management development.
Fairstone hails acquisitions and 'significant' client growth
Written by JamesChartered Financial Planning firm Fairstone has seen its client base rise to 59,000 – a 5% increase over the past six months – with three firms joining its Downstream Buy Out (DBO) programme and a further four being fully acquired by the business.
Millennials snub wealth managers in favour of fintech - study
Written by JamesA new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.
Yellowhammer release as FCA urges Brexit readiness
Written by JamesAs Yellowhammer documents are released FCA urges Brexit readiness
With the December deadline looming for the extension of the FCA SMCR Conduct Rules to all UK solo-regulated firms, the CISI has launched a new SMCR Conduct Rules Toolkit.
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Paraplanners are gathering in teepees in rolling hills in Aynho, Northants.
Punter Southall Aspire has expanded its team of Financial Planners with the appointment of Richard Cole, as director of Financial Planning in its Bedford office.
Financial Planning Today has launched a brand new print version of its popular digital magazine, also called Financial Planning Today.
PFS members share Financial Planning best practice
Written by JamesThree new faces are joining the Personal Finance Society’s Financial Planning Practitioner Panel to share best practice with the professional body’s membership.