Articles
Private bank Nedbank has appointed a new head of wealth planning.
I have a dream...Actually I genuinely do still have a dream.
Invesco announces plan to launch Model Portfolio Service
Written by JamesInvesco has revealed that it plans to launch the UK’s first Model Portfolio Service to utilise Intelliflo’s integrated Model Portfolio technology.
Royal London has hired experienced industry executive Barry O’Dwyer to be its new group chief executive from September.
Citizens Advice hits out at FCA over super-complaint action
Written by James
Citizens Advice has criticised the FCA over its response to the so-called loyalty penalty super-complaint.
More...
The FCA has revealed it will take further action over DB transfers.
The FCA has confirmed that it has begun an investigation into events leading up to the suspension of the Woodford Equity Income Fund (WEIF).
A panel of experts discussed client capacity for loss at the CISI Paraplanner Conference this afternoon.
Paraplanners debate ethical Financial Planning dilemmas
Written by JamesDelegates at the CISI Paraplanner Conference, at the Crowne Plaza hotel, in Stratford-Upon-Avon, today took part in a lively interactive session looking at Financial Planning dilemmas.