Adam & Company, the specialist Scottish wealth management firm and private bank, has hired Financial Planner Kevin Motion from Abrdn to help with its Financial Planning growth plans in Scotland following the acquisition of Glasgow-based £220m AUM Financial Planning firm Intelligent Capital in November.
Read more ...Financial Planner joins growing Scottish wealth manager
- Tuesday, 19 December 2023
- Articles
CISI appoints entrepreneur as North East President
- Tuesday, 19 December 2023
- Articles
The CISI has appointed Emma Black Chartered FCSI, co-founder and CEO of Cascade Cash Management, as its new President of the CISI North East Committee.
Read more ...Atomos buys 2 regional adviser firms
- Tuesday, 19 December 2023
- Articles
Financial planning-led wealth manager Atomos is continuing on the acquisition trail with the takeover of two regional advice firms.
Read more ...Industry's top jobs dominated by white middle class men
- Tuesday, 19 December 2023
- Articles
A major new research report has revealed that white middle class men from higher socio-economic groups are 30 times more likely to succeed in financial services than working class, ethnic minority women.
Read more ...Exiting CII CEO to move on 3 months early
- Monday, 18 December 2023
- Articles
Chartered Insurance Institute CEO Alan Vallance is to leave the organisation about three months earlier than planned.
Read more ...2 investment advisers declared as failed by FSCS
- Monday, 18 December 2023
- Articles
Two investment advice firms have been declared as failed by the Financial Services Compensation Scheme.
Read more ...New Regulators' Complaints Commissioner appointed
- Monday, 18 December 2023
- Articles
Experienced financial services lawyer Rachel Kent is to succeed Amerdeep Somal as the Financial Regulators' Complaints Commissioner, starting a five-year term starting on 1 January.
Read more ...FSCS faces potential £124m bill over Rowanmoor failure
- Monday, 18 December 2023
- Articles
The Financial Services Compensation Scheme faces a payout of up to £124m after declaring collapsed SIPP and SSAS firm Rowanmoor as failed.
Read more ...FCA warns on unauthorised firm Charles Dickins
- Monday, 18 December 2023
- Articles
The FCA has issued a public warning about an unauthorised investment firm called Charles Dickins Ltd (sic) which may be providing or promoting financial services products without permission.
Read more ...Personalised guidance will enhance decision making - ABI
- Friday, 15 December 2023
- Articles
New research by the ABI has revealed that 76% of the people it included in an advice 'experiment' made decisions leading to a better financial outcome when guidance was ‘personalised’ to an individual’s circumstances.
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