The Chartered Institute for Securities & Investment (CISI) and global accountancy body ACCA (the Association of Chartered Certified Accountants) have teamed up to help the accountancy profession boost its understanding of ethical issues when using AI.
Read more ...LIBF recruits digitally-focused new CEO
- Monday, 10 June 2024
- Articles

The London Institute of Banking & Finance has selected experienced educational technology executive Steve Hill to be its new Vice-Chancellor and CEO from July.
Read more ...Retail fund sales hit highest level since August 2021
- Monday, 10 June 2024
- Articles

Net retail sales of UK funds totalled £2.8bn in April, the highest level since August 2021, according to data published by the Investment Association.
Read more ...Evelyn appoints experienced Planner to Exeter office
- Monday, 10 June 2024
- Articles

Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner George Uglow to its Exeter office to support continued expansion of the office.
Read more ...iPensions acquires Morningstar SIPP and SSAS business
- Monday, 10 June 2024
- Articles

Manchester SIPP provider iPensions Group has acquired a portfolio of SIPP and SSAS business from Morningstar Wealth Retirement Services Ltd.
Read more ...Drawdown clients at risk, warns EV
- Monday, 10 June 2024
- Articles

Drawdown clients are being exposed to high-risk investments without their knowledge leaving advice firms on a “ticking time bomb” of potential complaints, according to Financial Planning fintech EV Financial Solutions.
Read more ...Pareto reports 14% increase in turnover
- Monday, 10 June 2024
- Articles

Manchester-based Pareto Financial Planning has reported strong growth across the business with a 14% increase in turnover in 2023-24 and more than £1bn in assets under management.
Read more ...Labour may abandon reintroduction of LTA - reports
- Monday, 10 June 2024
- Articles

The Labour Party may abandon its pledge to reinstate the pensions lifetime allowance (LTA), according to a report in the FT today.
Read more ...Just 4% would consider career as a financial adviser
- Friday, 07 June 2024
- Articles

Just 4% of people would consider a career as a financial adviser with a slightly higher percentage - 9% - saying they would consider a career as a Senior Paraplanner.
Read more ...Nearly 60% of charities hold no long term investments
- Friday, 07 June 2024
- Articles

A new study of Charity Commission data has revealed that 58% of charities hold no long term investments and are potentially missing out on £1.5bn in returns a year.
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